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Domani Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Domani Wealth’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
2023
Q1 		$2.72M Sell
40,690
-259
-0.6% -$17K 0.63% 25
2022
Q4 		$2.52M Buy
+40,949
New +$2.41M 0.63% 27
2022
Q2 		– Sell
-12,366
Closed -$860K – 116
2022
Q1 		$860K Buy
+12,366
New +$875K 0.19% 54

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Domani Wealth's IEFA Position: Q1 2023 in Review

Domani Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.63% in Q1 2023, selling an estimated $17K and leaving 40,690 shares worth $2.72M. The position accounts for 0.63% of the portfolio, ranked #25.

Domani Wealth first reported a position in IEFA in Q1 2022 and has held it in 3 quarters since. 1,553 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Domani Wealth held 40,690 shares of iShares Core MSCI EAFE ETF worth $2.72M as of Q1 2023.
  • Domani Wealth sold 259 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $17K.
  • iShares Core MSCI EAFE ETF made up 0.63% of Domani Wealth's portfolio in Q1 2023, its #25 holding.
  • Domani Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 3 quarters since.
  • 1,553 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Domani Wealth's 13F filing for Q1 2023, filed 19 Apr 2023.