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Drexel Morgan & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Drexel Morgan & Co’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
Q1 		– Sell
-3,110
Closed -$219K – 53
2023
Q4 		$219K Buy
+3,110
New +$205K 0.05% 50
2021
Q3 		– Sell
-44,215
Closed -$3.31M – 54
2021
Q2 		$3.31M Sell
44,215
-42,180
-49% -$3.18M 0.98% 24
2021
Q1 		$6.22M Sell
86,395
-37,402
-30% -$2.67M 1.58% 15
2020
Q4 		$8.55M Sell
123,797
-28
-0% -$1.81K 2.34% 10
2020
Q3 		$7.46M Buy
123,825
+2,245
+2% +$135K 2.62% 10
2020
Q2 		$6.95M Sell
121,580
-747
-0.6% -$40.5K 2.63% 10
2020
Q1 		$6.1M Buy
122,327
+27,720
+29% +$1.65M 2.36% 8
2019
Q4 		$6.17M Sell
94,607
-5
-0% -$317 4.63% 3
2019
Q3 		$5.78M Buy
94,612
+465
+0.5% +$28.1K 4.46% 3
2019
Q2 		$5.78M Buy
94,147
+61,687
+190% +$3.78M 4.46% 3
2019
Q1 		$1.97M Hold
32,460
– – 1.75% 22
2018
Q4 		$1.78M Hold
32,460
– – 1.78% 21
2018
Q3 		$2.08M Hold
32,460
– – 1.83% 16
2018
Q2 		$2.06M Hold
32,460
– – 2.06% 13
2018
Q1 		$2.14M Sell
32,460
-90
-0.3% -$6.05K 2.23% 11
2017
Q4 		$2.15M Sell
32,550
-30,645
-48% -$2M 2.09% 14
2017
Q3 		$4.05M Buy
63,195
+24,490
+63% +$1.53M 4.15% 2
2017
Q2 		$2.36M Buy
38,705
+16,840
+77% +$1.02M 2.42% 9
2017
Q1 		$1.27M Hold
21,865
– – 1.4% 32
2016
Q4 		$1.17M Buy
+21,865
New +$1.17M 1.39% 29

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Drexel Morgan & Co's IEFA Position: Q1 2024 in Review

Drexel Morgan & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 3,110 shares — an estimated $219K sold.

Drexel Morgan & Co first reported a position in IEFA in Q4 2016 and held it in 20 quarters. The position peaked at $8.55M in Q4 2020. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Drexel Morgan & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Drexel Morgan & Co sold 3,110 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $219K.
  • Drexel Morgan & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and held it in 20 quarters.
  • Drexel Morgan & Co's iShares Core MSCI EAFE ETF position peaked at $8.55M in Q4 2020.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Drexel Morgan & Co's 13F filing for Q1 2024, filed 30 Apr 2024.