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Estate Counselors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Estate Counselors’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 		– Sell
-4,410
Closed -$327K – 116
2024
Q1 		$327K Hold
4,410
– – 0.04% 104
2023
Q4 		$310K Sell
4,410
-3,220
-42% -$212K 0.04% 110
2023
Q3 		$491K Sell
7,630
-11,570
-60% -$775K 0.07% 111
2023
Q2 		$1.3M Sell
19,200
-65,525
-77% -$4.44M 0.16% 87
2023
Q1 		$5.66M Sell
84,725
-87,320
-51% -$5.72M 0.75% 32
2022
Q4 		$10.6M Buy
+172,045
New +$10.1M 1.48% 18

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $5.72T AUM 30.48% 1-Year Est. Return

Estate Counselors's IEFA Position: Q2 2024 in Review

Estate Counselors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 4,410 shares — an estimated $327K sold.

Estate Counselors first reported a position in IEFA in Q4 2022 and held it in 6 quarters. The position peaked at $10.6M in Q4 2022. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Estate Counselors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Estate Counselors sold 4,410 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $327K.
  • Estate Counselors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 6 quarters.
  • Estate Counselors's iShares Core MSCI EAFE ETF position peaked at $10.6M in Q4 2022.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Estate Counselors's 13F filing for Q2 2024, filed 8 Aug 2024.