EF
IEFA icon

Empirical Finance’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Empirical Finance’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
2023
Q4 		– Sell
-6,893
Closed -$444K – 519
2023
Q3 		$444K Buy
6,893
+53
+0.8% +$3.55K 0.03% 413
2023
Q2 		$462K Sell
6,840
-33
-0.5% -$2.24K 0.04% 395
2023
Q1 		$459K Sell
6,873
-641
-9% -$42K 0.04% 369
2022
Q4 		$463K Buy
7,514
+42
+0.6% +$2.47K 0.05% 347
2022
Q3 		$394K Buy
7,472
+104
+1% +$6.12K 0.05% 335
2022
Q2 		$434K Buy
7,368
+669
+10% +$42.9K 0.06% 306
2022
Q1 		$466K Buy
6,699
+211
+3% +$14.9K 0.05% 328
2021
Q4 		$484K Buy
6,488
+1,720
+36% +$129K 0.06% 309
2021
Q3 		$354K Sell
4,768
-799
-14% -$60.8K 0.05% 318
2021
Q2 		$417K Buy
+5,567
New +$420K 0.07% 273

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Empirical Finance's IEFA Position: Q4 2023 in Review

Empirical Finance sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 6,893 shares — an estimated $444K sold.

Empirical Finance first reported a position in IEFA in Q2 2021 and held it in 10 quarters. The position peaked at $484K in Q4 2021. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Empirical Finance reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Empirical Finance sold 6,893 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $444K.
  • Empirical Finance first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 10 quarters.
  • Empirical Finance's iShares Core MSCI EAFE ETF position peaked at $484K in Q4 2021.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Empirical Finance's 13F filing for Q4 2023, filed 14 Feb 2024.