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Financial Planners of Cleveland’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Planners of Cleveland’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
Q2 		– Sell
-11,373
Closed -$791K – 17
2022
Q1 		$791K Buy
+11,373
New +$804K 0.33% 29

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Planners of Cleveland's IEFA Position: Q2 2022 in Review

Financial Planners of Cleveland sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 11,373 shares — an estimated $791K sold.

Financial Planners of Cleveland first reported a position in IEFA in Q1 2022 and held it in 1 quarter. The position peaked at $791K in Q1 2022. 1,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Financial Planners of Cleveland reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 11,373 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $791K.
  • Financial Planners of Cleveland first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and held it in 1 quarter.
  • Financial Planners of Cleveland's iShares Core MSCI EAFE ETF position peaked at $791K in Q1 2022.
  • 1,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Financial Planners of Cleveland's 13F filing for Q2 2022.