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EPIQ Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EPIQ Partners’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
Q4 		– Sell
-6,692
Closed -$522K – 78
2024
Q3 		$522K Buy
+6,692
New +$501K 0.29% 52
2021
Q4 		– Sell
-18,000
Closed -$1.34M – 93
2021
Q3 		$1.34M Sell
18,000
-12,000
-40% -$913K 0.62% 51
2021
Q2 		$2.25M Buy
+30,000
New +$2.26M 1.13% 34

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

EPIQ Partners's IEFA Position: Q4 2024 in Review

EPIQ Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 6,692 shares — an estimated $522K sold.

EPIQ Partners first reported a position in IEFA in Q2 2021 and held it in 3 quarters. The position peaked at $2.25M in Q2 2021. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • EPIQ Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • EPIQ Partners sold 6,692 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $522K.
  • EPIQ Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 3 quarters.
  • EPIQ Partners's iShares Core MSCI EAFE ETF position peaked at $2.25M in Q2 2021.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on EPIQ Partners's 13F filing for Q4 2024, filed 22 Jan 2025.