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Duncan Williams Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Duncan Williams Asset Management’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
Q2 		– Sell
-3,184
Closed -$236K – 65
2024
Q1 		$236K Buy
+3,184
New +$227K 0.21% 64

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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 $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Duncan Williams Asset Management's IEFA Position: Q2 2024 in Review

Duncan Williams Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 3,184 shares — an estimated $236K sold.

Duncan Williams Asset Management first reported a position in IEFA in Q1 2024 and held it in 1 quarter. The position peaked at $236K in Q1 2024. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Duncan Williams Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Duncan Williams Asset Management sold 3,184 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $236K.
  • Duncan Williams Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • Duncan Williams Asset Management's iShares Core MSCI EAFE ETF position peaked at $236K in Q1 2024.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Duncan Williams Asset Management's 13F filing for Q2 2024, filed 11 Jul 2024.