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Donoghue Forlines’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Donoghue Forlines’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
2022
Q1 		– Sell
-4,044
Closed -$302K – 282
2021
Q4 		$302K Buy
4,044
+1,357
+51% +$102K 0.05% 256
2021
Q3 		$200K Sell
2,687
-76,973
-97% -$5.86M 0.04% 199
2021
Q2 		$5.96M Sell
79,660
-40,096
-33% -$3.03M 1.11% 19
2021
Q1 		$8.63M Sell
119,756
-21,118
-15% -$1.51M 1.68% 17
2020
Q4 		$9.73M Buy
+140,874
New +$9.11M 1.88% 13
2019
Q2 		– Sell
-327,768
Closed -$19.9M – 188
2019
Q1 		$19.9M Buy
+327,768
New +$19.3M 1.98% 9

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Donoghue Forlines's IEFA Position: Q1 2022 in Review

Donoghue Forlines sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 4,044 shares — an estimated $302K sold.

Donoghue Forlines first reported a position in IEFA in Q1 2019 and held it in 6 quarters. The position peaked at $19.9M in Q1 2019. 1,519 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Donoghue Forlines reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Donoghue Forlines sold 4,044 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $302K.
  • Donoghue Forlines first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and held it in 6 quarters.
  • Donoghue Forlines's iShares Core MSCI EAFE ETF position peaked at $19.9M in Q1 2019.
  • 1,519 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Donoghue Forlines's 13F filing for Q1 2022, filed 16 May 2022.