EMFO LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EMFO LLC’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	$20.2K	Hold	278	–	–	0.02%	192
2024 Q1	$20.6K	Hold	278	–	–	0.02%	196
2023 Q4	$19.6K	Hold	278	–	–	0.02%	193
2023 Q3	$17.9K	Hold	278	–	–	0.02%	204
2023 Q2	$18.8K	Hold	278	–	–	0.02%	210
2023 Q1	$18.6K	Hold	278	–	–	0.02%	214
2022 Q4	$17.1K	Hold	278	–	–	0.02%	206
2022 Q3	$15K	Hold	278	–	–	0.01%	233
2022 Q2	$16K	Hold	278	–	–	0.02%	239
2022 Q1	$19K	Hold	278	–	–	0.02%	240
2021 Q4	$21K	Hold	278	–	–	0.02%	246
2021 Q3	$21K	Hold	278	–	–	0.02%	250
2021 Q2	$21K	Buy	+278	New	+$21K	0.02%	243

Other funds holding IEFA

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

EMFO LLC's IEFA Position: Q2 2024 in Review

EMFO LLC held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2024 at 278 shares worth $20.2K. The position accounts for 0.02% of the portfolio, ranked #192.

EMFO LLC first reported a position in IEFA in Q2 2021 and has held it in 13 quarters since. The position peaked at $21K in Q4 2021. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

EMFO LLC held 278 shares of iShares Core MSCI EAFE ETF worth $20.2K as of Q2 2024.
EMFO LLC left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2024.
iShares Core MSCI EAFE ETF made up 0.02% of EMFO LLC's portfolio in Q2 2024, its #192 holding.
EMFO LLC first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's iShares Core MSCI EAFE ETF position peaked at $21K in Q4 2021.
1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.