Elwood & Goetz Wealth Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 Q4	–	Sell	-9,091	Closed	-$479K	–	73
2022 Q3	$479K	Buy	+9,091	New	+$535K	0.16%	39
2021 Q3	–	Sell	-3,196	Closed	-$239K	–	54
2021 Q2	$239K	Buy	+3,196	New	+$241K	0.09%	45

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's IEFA Position: Q4 2022 in Review

Elwood & Goetz Wealth Advisory Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 9,091 shares — an estimated $479K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in IEFA in Q2 2021 and held it in 2 quarters. The position peaked at $479K in Q3 2022. 1,526 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Elwood & Goetz Wealth Advisory Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Elwood & Goetz Wealth Advisory Group sold 9,091 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $479K.
Elwood & Goetz Wealth Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 2 quarters.
Elwood & Goetz Wealth Advisory Group's iShares Core MSCI EAFE ETF position peaked at $479K in Q3 2022.
1,526 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q4 2022, filed 30 Jan 2023.