EWG Elevate’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EWG Elevate’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
2023 Q1	–	Sell	-42	Closed	-$2.59K	–	378
2022 Q4	$2.59K	Buy	+42	New	+$2.47K	﹤0.01%	548

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 FSB Jacksonville, Florida $27.6B AUM 14.26% 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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

EWG Elevate's IEFA Position: Q1 2023 in Review

EWG Elevate sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 42 shares — an estimated $2.59K sold.

EWG Elevate first reported a position in IEFA in Q4 2022 and held it in 1 quarter. The position peaked at $2.59K in Q4 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

EWG Elevate reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 42 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $2.59K.
EWG Elevate first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
EWG Elevate's iShares Core MSCI EAFE ETF position peaked at $2.59K in Q4 2022.
1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.