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

Financial Insights’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	-4,071	Closed	-$318K	–	125
2024 Q3	$318K	Sell	4,071 -24,433	-86%	-$1.83M	0.1%	108
2024 Q2	$2.07M	Buy	28,504 +552	+2%	+$40.6K	0.58%	37
2024 Q1	$2.07M	Sell	27,952 -191	-0.7%	-$13.6K	0.58%	37
2023 Q4	$1.98M	Sell	28,143 -174	-0.6%	-$11.5K	0.62%	32
2023 Q3	$1.77M	Sell	28,317 -927	-3%	-$62.1K	0.63%	32
2023 Q2	$1.97M	Sell	29,244 -46	-0.2%	-$3.12K	0.73%	30
2023 Q1	$1.96M	Buy	29,290 +1,079	+4%	+$70.7K	0.8%	27
2022 Q4	$1.74M	Buy	28,211 +18,285	+184%	+$1.08M	0.82%	29
2022 Q3	$523K	Buy	+9,926	New	+$584K	0.35%	59

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Financial Insights's IEFA Position: Q4 2024 in Review

Financial Insights sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 4,071 shares — an estimated $318K sold.

Financial Insights first reported a position in IEFA in Q3 2022 and held it in 9 quarters. The position peaked at $2.07M in Q1 2024. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Financial Insights reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Financial Insights sold 4,071 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $318K.
Financial Insights first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and held it in 9 quarters.
Financial Insights's iShares Core MSCI EAFE ETF position peaked at $2.07M in Q1 2024.
2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Financial Insights's 13F filing for Q4 2024, filed 5 Mar 2025.