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Eukles Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Eukles Asset Management’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
-140
Closed -$10.9K – 236
2024
Q3 		$10.9K Hold
140
– – ﹤0.01% 151
2024
Q2 		$10.2K Hold
140
– – ﹤0.01% 153
2024
Q1 		$10.4K Hold
140
– – ﹤0.01% 154
2023
Q4 		$9.85K Hold
140
– – ﹤0.01% 150
2023
Q3 		$9.01K Hold
140
– – ﹤0.01% 155
2023
Q2 		$9.45K Buy
+140
New +$9.49K ﹤0.01% 149

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

Eukles Asset Management's IEFA Position: Q4 2024 in Review

Eukles Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 140 shares — an estimated $10.9K sold.

Eukles Asset Management first reported a position in IEFA in Q2 2023 and held it in 6 quarters. The position peaked at $10.9K in Q3 2024. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Eukles Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Eukles Asset Management sold 140 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $10.9K.
  • Eukles Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and held it in 6 quarters.
  • Eukles Asset Management's iShares Core MSCI EAFE ETF position peaked at $10.9K in Q3 2024.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Eukles Asset Management's 13F filing for Q4 2024, filed 29 Jan 2025.