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First Command Bank’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

First Command Bank’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
2023
Q2 		$159M Buy
2,351,159
+241,530
+11% +$16.4M 14.93% 1
2023
Q1 		$141M Buy
2,109,629
+595,017
+39% +$39M 14.43% 1
2022
Q4 		$93.4M Buy
1,514,612
+1,278
+0.1% +$75.2K 11.85% 4
2022
Q3 		$79.7M Buy
1,513,334
+102,489
+7% +$6.03M 11.59% 4
2022
Q2 		$83M Buy
1,410,845
+143,760
+11% +$9.22M 12.1% 3
2022
Q1 		$88.1M Buy
1,267,085
+420,789
+50% +$29.8M 12.08% 3
2021
Q4 		$62.8M Hold
846,296
– – 10.78% 3
2021
Q3 		$62.8M Sell
846,296
-793,244
-48% -$60.3M 10.78% 3
2021
Q2 		$123M Buy
1,639,540
+832,746
+103% +$62.9M 13.77% 3
2021
Q1 		$58.1M Buy
806,794
+18,719
+2% +$1.34M 12.55% 2
2020
Q4 		$54.4M Buy
788,075
+21,367
+3% +$1.38M 13.31% 2
2020
Q3 		$46.2M Buy
766,708
+41,853
+6% +$2.52M 13.13% 2
2020
Q2 		$41.4M Buy
724,855
+607,368
+517% +$32.9M 13.24% 2
2020
Q1 		$5.86M Buy
117,487
+104,135
+780% +$6.2M 3.18% 8
2019
Q4 		$871K Buy
13,352
+4,303
+48% +$273K 0.41% 38
2019
Q3 		$553K Sell
9,049
-37
-0.4% -$2.23K 0.28% 58
2019
Q2 		$558K Buy
9,086
+583
+7% +$35.7K 0.28% 57
2019
Q1 		$517K Sell
8,503
-793
-9% -$46.8K 0.26% 55
2018
Q4 		$511K Sell
9,296
-7,620
-45% -$447K 0.26% 50
2018
Q3 		$1.08M Buy
16,916
+8,091
+92% +$516K 0.3% 39
2018
Q2 		$559K Buy
8,825
+2,192
+33% +$145K 0.16% 58
2018
Q1 		$437K Buy
6,633
+2,332
+54% +$157K 0.24% 61
2017
Q4 		$284K Buy
4,301
+2,233
+108% +$146K 0.16% 85
2017
Q3 		$133K Buy
2,068
+729
+54% +$45.6K 0.08% 115
2017
Q2 		$82K Buy
+1,339
New +$80.8K 0.05% 148

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

First Command Bank's IEFA Position: Q2 2023 in Review

First Command Bank increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2023, buying an estimated $16.4M and bringing the position to 2,351,159 shares worth $159M. The position accounts for 14.93% of the portfolio, ranked #1.

First Command Bank first reported a position in IEFA in Q2 2017 and has held it in 25 quarters since. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • First Command Bank held 2,351,159 shares of iShares Core MSCI EAFE ETF worth $159M as of Q2 2023.
  • First Command Bank bought 241,530 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $16.4M.
  • iShares Core MSCI EAFE ETF made up 14.93% of First Command Bank's portfolio in Q2 2023, its #1 holding.
  • First Command Bank first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 25 quarters since.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on First Command Bank's 13F filing for Q2 2023, filed 21 Jul 2023.