Eudaimonia Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Eudaimonia 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 Q1	$210K	Sell	2,836 -421	-13%	-$30K	0.11%	156
2023 Q4	$229K	Buy	+3,257	New	+$215K	0.15%	140
2023 Q3	–	Sell	-3,208	Closed	-$217K	–	144
2023 Q2	$217K	Buy	3,208 +25	+0.8%	+$1.7K	0.15%	139
2023 Q1	$213K	Sell	3,183 -2,015	-39%	-$132K	0.14%	145
2022 Q4	$320K	Sell	5,198 -909	-15%	-$53.5K	0.22%	106
2022 Q3	$322K	Sell	6,107 -966	-14%	-$56.8K	0.22%	101
2022 Q2	$416K	Sell	7,073 -487	-6%	-$31.2K	0.29%	89
2022 Q1	$525K	Sell	7,560 -352	-4%	-$24.9K	0.3%	91
2021 Q4	$591K	Buy	+7,912	New	+$595K	0.35%	80

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Eudaimonia Advisors's IEFA Position: Q1 2024 in Review

Eudaimonia Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q1 2024, selling an estimated $30K and leaving 2,836 shares worth $210K. The position accounts for 0.11% of the portfolio, ranked #156.

Eudaimonia Advisors first reported a position in IEFA in Q4 2021 and has held it in 9 quarters since. The position peaked at $591K in Q4 2021. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

Eudaimonia Advisors held 2,836 shares of iShares Core MSCI EAFE ETF worth $210K as of Q1 2024.
Eudaimonia Advisors sold 421 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $30K.
iShares Core MSCI EAFE ETF made up 0.11% of Eudaimonia Advisors's portfolio in Q1 2024, its #156 holding.
Eudaimonia Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 9 quarters since.
Eudaimonia Advisors's iShares Core MSCI EAFE ETF position peaked at $591K in Q4 2021.
1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Eudaimonia Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.