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

Eudaimonia 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
Q1 		– Sell
-4,026
Closed -$283K – 266
2023
Q4 		$283K Buy
4,026
+4
+0.1% +$264 0.07% 195
2023
Q3 		$259K Sell
4,022
-8
-0.2% -$536 0.06% 259
2023
Q2 		$272K Sell
4,030
-392
-9% -$26.6K 0.06% 271
2023
Q1 		$296K Sell
4,422
-1,960
-31% -$128K 0.07% 261
2022
Q4 		$393K Buy
6,382
+334
+6% +$19.7K 0.1% 205
2022
Q3 		$319K Sell
6,048
-1,090
-15% -$64.1K 0.08% 234
2022
Q2 		$420K Buy
+7,138
New +$458K 0.08% 246
2021
Q2 		– Sell
-678
Closed -$49K – 823
2021
Q1 		$49K Sell
678
-113
-14% -$8.07K 0.01% 644
2020
Q4 		$55K Sell
791
-490
-38% -$31.7K 0.01% 584
2020
Q3 		$77K Sell
1,281
-182
-12% -$11K 0.02% 459
2020
Q2 		$84K Sell
1,463
-2,564
-64% -$139K 0.03% 402
2020
Q1 		$201K Sell
4,027
-4,209
-51% -$250K 0.09% 219
2019
Q4 		$537K Buy
+8,236
New +$522K 0.21% 122

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Eudaimonia Partners's IEFA Position: Q1 2024 in Review

Eudaimonia Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 4,026 shares — an estimated $283K sold.

Eudaimonia Partners first reported a position in IEFA in Q4 2019 and held it in 13 quarters. The position peaked at $537K in Q4 2019. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Eudaimonia Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Eudaimonia Partners sold 4,026 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $283K.
  • Eudaimonia Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 13 quarters.
  • Eudaimonia Partners's iShares Core MSCI EAFE ETF position peaked at $537K in Q4 2019.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

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