Executive Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Executive Wealth 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 Q3	–	Sell	-81,403	Closed	-$5.91M	–	265
2024 Q2	$5.91M	Buy	+81,403	New	+$5.99M	1.08%	31
2023 Q3	–	Sell	-94,426	Closed	-$6.37M	–	204
2023 Q2	$6.37M	Buy	94,426 +4	+0%	+$271	0.66%	54
2023 Q1	$6.31M	Sell	94,422 -3,182	-3%	-$209K	0.7%	44
2022 Q4	$6.02M	Buy	+97,604	New	+$5.74M	0.74%	45
2019 Q3	–	Sell	-2,371	Closed	-$146K	–	429
2019 Q2	$146K	Sell	2,371 -568	-19%	-$34.8K	0.02%	184
2019 Q1	$179K	Sell	2,939 -8,936	-75%	-$527K	0.03%	154
2018 Q4	$653K	Buy	+11,875	New	+$697K	0.12%	90

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

Executive Wealth Management's IEFA Position: Q3 2024 in Review

Executive Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 81,403 shares — an estimated $5.91M sold.

Executive Wealth Management first reported a position in IEFA in Q4 2018 and held it in 7 quarters. The position peaked at $6.37M in Q2 2023. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

Executive Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
Executive Wealth Management sold 81,403 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $5.91M.
Executive Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 7 quarters.
Executive Wealth Management's iShares Core MSCI EAFE ETF position peaked at $6.37M in Q2 2023.
1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Executive Wealth Management's 13F filing for Q3 2024, filed 1 Nov 2024.