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Diversified’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Diversified’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.39M Buy
17,793
+941
+6% +$70.4K 0.15% 59
2024
Q2 		$1.22M Buy
16,852
+8,579
+104% +$631K 0.14% 60
2024
Q1 		$614K Buy
8,273
+301
+4% +$21.4K 0.08% 70
2023
Q4 		$561K Buy
7,972
+105
+1% +$6.92K 0.12% 69
2023
Q3 		$506K Buy
7,867
+933
+13% +$62.5K 0.13% 68
2023
Q2 		$468K Sell
6,934
-7
-0.1% -$475 0.12% 73
2023
Q1 		$464K Sell
6,941
-3,484
-33% -$228K 0.17% 75
2022
Q4 		$643K Buy
10,425
+5,615
+117% +$330K 0.25% 59
2022
Q3 		$253K Sell
4,810
-267
-5% -$15.7K 0.13% 97
2022
Q2 		$298K Sell
5,077
-152
-3% -$9.75K 0.12% 81
2022
Q1 		$363K Buy
5,229
+80
+2% +$5.66K 0.15% 77
2021
Q4 		$389K Buy
+5,149
New +$387K 0.16% 77
2021
Q2 		– Sell
-3,317
Closed -$246K – 104
2021
Q1 		$246K Sell
3,317
-7,744
-70% -$553K 0.19% 83
2020
Q4 		$786K Buy
+11,061
New +$715K 0.67% 31

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Diversified's IEFA Position: Q3 2024 in Review

Diversified increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.6% in Q3 2024, buying an estimated $70.4K and bringing the position to 17,793 shares worth $1.39M. The position accounts for 0.15% of the portfolio, ranked #59.

Diversified first reported a position in IEFA in Q4 2020 and has held it in 14 quarters since. 1,854 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Diversified held 17,793 shares of iShares Core MSCI EAFE ETF worth $1.39M as of Q3 2024.
  • Diversified bought 941 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $70.4K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Diversified's portfolio in Q3 2024, its #59 holding.
  • Diversified first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 14 quarters since.
  • 1,854 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.