Financial Enhancement Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Enhancement Group’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
2022 Q4	–	Sell	-194	Closed	-$10K	–	211
2022 Q3	$10K	Hold	194	–	–	﹤0.01%	188
2022 Q2	$11K	Hold	194	–	–	﹤0.01%	184
2022 Q1	$13K	Hold	194	–	–	﹤0.01%	180
2021 Q4	$14K	Hold	194	–	–	﹤0.01%	182
2021 Q3	$14K	Hold	194	–	–	﹤0.01%	183
2021 Q2	$15K	Hold	194	–	–	﹤0.01%	170
2021 Q1	$14K	Hold	194	–	–	﹤0.01%	166
2020 Q4	$13K	Buy	+194	New	+$12.5K	﹤0.01%	197
2019 Q4	–	Sell	-294	Closed	-$18K	–	283
2019 Q3	$18K	Buy	+294	New	+$17.7K	﹤0.01%	169
2019 Q1	–	Sell	-121	Closed	-$8K	–	313
2018 Q4	$8K	Hold	121	–	–	﹤0.01%	197
2018 Q3	$8K	Hold	121	–	–	﹤0.01%	197
2018 Q2	$8K	Hold	121	–	–	﹤0.01%	185
2018 Q1	$8K	Buy	+121	New	+$8.13K	﹤0.01%	190

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

RJA

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

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

Financial Enhancement Group's IEFA Position: Q4 2022 in Review

Financial Enhancement Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 194 shares — an estimated $10K sold.

Financial Enhancement Group first reported a position in IEFA in Q1 2018 and held it in 13 quarters. The position peaked at $18K in Q3 2019. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Financial Enhancement Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Financial Enhancement Group sold 194 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $10K.
Financial Enhancement Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 13 quarters.
Financial Enhancement Group's iShares Core MSCI EAFE ETF position peaked at $18K in Q3 2019.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.