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Fernwood Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fernwood Investment 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
Q2 		– Sell
-298
Closed -$22.1K – 415
2024
Q1 		$22.1K Buy
+298
New +$21.2K 0.01% 441
2018
Q4 		– Sell
-3,229
Closed -$207K – 159
2018
Q3 		$207K Sell
3,229
-113
-3% -$7.2K 0.11% 155
2018
Q2 		$212K Buy
+3,342
New +$221K 0.11% 145

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fernwood Investment Management's IEFA Position: Q2 2024 in Review

Fernwood Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 298 shares — an estimated $22.1K sold.

Fernwood Investment Management first reported a position in IEFA in Q2 2018 and held it in 3 quarters. The position peaked at $212K in Q2 2018. 1,810 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Fernwood Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 298 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $22.1K.
  • Fernwood Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 3 quarters.
  • Fernwood Investment Management's iShares Core MSCI EAFE ETF position peaked at $212K in Q2 2018.
  • 1,810 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.