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

Emerson 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
2022
Q2 		$126K Hold
2,143
– – 0.08% 24
2022
Q1 		$149K Sell
2,143
-208
-9% -$14.7K 0.08% 23
2021
Q4 		$175K Sell
2,351
-288
-11% -$21.6K 0.09% 23
2021
Q3 		$196K Buy
2,639
+42
+2% +$3.19K 0.11% 22
2021
Q2 		$194K Sell
2,597
-1,200
-32% -$90.6K 0.11% 22
2021
Q1 		$274K Sell
3,797
-191
-5% -$13.6K 0.16% 20
2020
Q4 		$276K Buy
3,988
+28
+0.7% +$1.81K 0.16% 22
2020
Q3 		$239K Sell
3,960
-33
-0.8% -$1.99K 0.16% 21
2020
Q2 		$228K Sell
3,993
-178
-4% -$9.65K 0.16% 21
2020
Q1 		$208K Sell
4,171
-96,492
-96% -$5.74M 0.18% 22
2019
Q4 		$6.57M Sell
100,663
-53
-0.1% -$3.36K 4.43% 5
2019
Q3 		$6.15M Buy
100,716
+102
+0.1% +$6.16K 4.54% 5
2019
Q2 		$6.18M Buy
100,614
+439
+0.4% +$26.9K 4.55% 5
2019
Q1 		$6.09M Sell
100,175
-13,695
-12% -$808K 4.65% 5
2018
Q4 		$6.26M Buy
+113,870
New +$6.68M 6.04% 5

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Emerson Wealth's IEFA Position: Q2 2022 in Review

Emerson Wealth held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2022 at 2,143 shares worth $126K. The position accounts for 0.08% of the portfolio, ranked #24.

Emerson Wealth first reported a position in IEFA in Q4 2018 and has held it in 15 quarters since. The position peaked at $6.57M in Q4 2019. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Emerson Wealth held 2,143 shares of iShares Core MSCI EAFE ETF worth $126K as of Q2 2022.
  • Emerson Wealth left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2022.
  • iShares Core MSCI EAFE ETF made up 0.08% of Emerson Wealth's portfolio in Q2 2022, its #24 holding.
  • Emerson Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 15 quarters since.
  • Emerson Wealth's iShares Core MSCI EAFE ETF position peaked at $6.57M in Q4 2019.
  • 1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.