FPGK
IEFA icon

Financial Partners Group (Kansas)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Partners Group (Kansas)’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
-21,509
Closed -$1.68M – 189
2024
Q3 		$1.68M Sell
21,509
-22
-0.1% -$1.65K 0.25% 54
2024
Q2 		$1.56M Buy
21,531
+4,590
+27% +$338K 0.25% 50
2024
Q1 		$1.26M Buy
16,941
+7,425
+78% +$529K 0.2% 53
2023
Q4 		$669K Buy
9,516
+525
+6% +$34.6K 0.12% 73
2023
Q3 		$577K Buy
8,991
+498
+6% +$33.3K 0.12% 78
2023
Q2 		$573K Buy
8,493
+4,786
+129% +$325K 0.12% 80
2023
Q1 		$248K Buy
3,707
+702
+23% +$46K 0.06% 139
2022
Q4 		$201K Buy
+3,005
New +$177K 0.04% 160
2022
Q3 		– Sell
-55,925
Closed -$3.29M – 151
2022
Q2 		$3.29M Sell
55,925
-26,325
-32% -$1.69M 0.83% 28
2022
Q1 		$5.72M Sell
82,250
-164,056
-67% -$11.6M 1.24% 19
2021
Q4 		$17.6M Buy
246,306
+5,112
+2% +$384K 3.85% 5
2021
Q3 		$17.9M Sell
241,194
-728
-0.3% -$55.4K 4.22% 4
2021
Q2 		$18.1M Buy
241,922
+554
+0.2% +$41.8K 4.66% 4
2021
Q1 		$17.4M Buy
241,368
+893
+0.4% +$63.8K 4.93% 3
2020
Q4 		$17.2M Sell
240,475
-16,772
-7% -$1.08M 5.15% 3
2020
Q3 		$15.5M Sell
257,247
-13,316
-5% -$803K 5.33% 4
2020
Q2 		$15.5M Sell
270,563
-127,985
-32% -$6.94M 6.04% 3
2020
Q1 		$19M Buy
398,548
+12,967
+3% +$772K 11.76% 1
2019
Q4 		$24.9M Buy
385,581
+19,162
+5% +$1.22M 9.66% 2
2019
Q3 		$22.4M Buy
366,419
+43,255
+13% +$2.61M 9.95% 2
2019
Q2 		$19.8M Buy
323,164
+197,245
+157% +$12.1M 9.32% 2
2019
Q1 		$7.65M Buy
125,919
+20,089
+19% +$1.19M 4.14% 9
2018
Q4 		$5.82M Buy
105,830
+94,703
+851% +$5.55M 3.79% 10
2018
Q3 		$713K Sell
11,127
-4,640
-29% -$296K 0.46% 38
2018
Q2 		$999K Sell
15,767
-2,794
-15% -$185K 0.73% 30
2018
Q1 		$1.22M Sell
18,561
-3,137
-14% -$211K 0.96% 27
2017
Q4 		$1.43M Buy
+21,698
New +$1.41M 1.13% 23

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Partners Group (Kansas)'s IEFA Position: Q4 2024 in Review

Financial Partners Group (Kansas) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 21,509 shares — an estimated $1.68M sold.

Financial Partners Group (Kansas) first reported a position in IEFA in Q4 2017 and held it in 27 quarters. The position peaked at $24.9M in Q4 2019. 2,002 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Financial Partners Group (Kansas) reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Partners Group (Kansas) sold 21,509 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $1.68M.
  • Financial Partners Group (Kansas) first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 27 quarters.
  • Financial Partners Group (Kansas)'s iShares Core MSCI EAFE ETF position peaked at $24.9M in Q4 2019.
  • 2,002 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Financial Partners Group (Kansas)'s 13F filing for Q4 2024, filed 24 Jan 2025.