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Epic Trust Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Epic Trust Investment Advisors’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 		$246K Buy
3,381
+1
+0% +$74 0.27% 96
2024
Q1 		$251K Sell
3,380
-1,248
-27% -$88.8K 0.31% 89
2023
Q4 		$326K Sell
4,628
-1,463
-24% -$96.4K 0.44% 66
2023
Q3 		$392K Buy
6,091
+515
+9% +$34.5K 0.62% 45
2023
Q2 		$376K Buy
5,576
+1,079
+24% +$73.2K 0.53% 50
2023
Q1 		$301K Buy
+4,497
New +$295K 0.37% 74

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
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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $6.73T AUM 46.02% 1-Year Est. Return

Epic Trust Investment Advisors's IEFA Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.03% in Q2 2024, buying an estimated $74 and bringing the position to 3,381 shares worth $246K. The position accounts for 0.27% of the portfolio, ranked #96.

Epic Trust Investment Advisors first reported a position in IEFA in Q1 2023 and has held it in 6 quarters since. The position peaked at $392K in Q3 2023. 1,810 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Epic Trust Investment Advisors held 3,381 shares of iShares Core MSCI EAFE ETF worth $246K as of Q2 2024.
  • Epic Trust Investment Advisors bought 1 iShares Core MSCI EAFE ETF share in Q2 2024, an estimated $74.
  • iShares Core MSCI EAFE ETF made up 0.27% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #96 holding.
  • Epic Trust Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 6 quarters since.
  • Epic Trust Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $392K in Q3 2023.
  • 1,810 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.