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First Personal Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

First Personal Financial Services’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
Q3 		$51.9K Hold
665
– – 0.01% 192
2024
Q2 		$48.3K Hold
665
– – 0.01% 194
2024
Q1 		$49.4K Hold
665
– – 0.01% 189
2023
Q4 		$46.8K Hold
665
– – 0.01% 208
2023
Q3 		$42.8K Hold
665
– – 0.01% 211
2023
Q2 		$44.9K Hold
665
– – 0.01% 213
2023
Q1 		$44.5K Hold
665
– – 0.01% 213
2022
Q4 		$41K Sell
665
-507
-43% -$29.8K 0.01% 226
2022
Q3 		$62K Buy
1,172
+507
+76% +$29.8K 0.02% 175
2022
Q2 		$39K Hold
665
– – 0.01% 199
2022
Q1 		$46K Hold
665
– – 0.01% 198
2021
Q4 		$50K Sell
665
-742
-53% -$55.8K 0.01% 194
2021
Q3 		$104K Hold
1,407
– – 0.03% 149
2021
Q2 		$105K Hold
1,407
– – 0.03% 148
2021
Q1 		$101K Hold
1,407
– – 0.03% 145
2020
Q4 		$97K Hold
1,407
– – 0.03% 146
2020
Q3 		$85K Hold
1,407
– – 0.03% 153
2020
Q2 		$80K Hold
1,407
– – 0.03% 157
2020
Q1 		$70K Hold
1,407
– – 0.03% 160
2019
Q4 		$92K Sell
1,407
-569
-29% -$36.1K 0.03% 158
2019
Q3 		$121K Hold
1,976
– – 0.04% 164
2019
Q2 		$121K Hold
1,976
– – 0.03% 198
2019
Q1 		$120K Buy
1,976
+1,429
+261% +$84.3K 0.04% 190
2018
Q4 		$30K Sell
547
-285
-34% -$16.7K 0.01% 327
2018
Q3 		$53K Buy
832
+285
+52% +$18.2K 0.02% 275
2018
Q2 		$35K Sell
547
-128,620
-100% -$8.51M 0.01% 326
2018
Q1 		$8.51M Buy
129,167
+1,176
+0.9% +$79K 1.87% 5
2017
Q4 		$8.46M Buy
127,991
+547
+0.4% +$35.7K 1.65% 9
2017
Q3 		$8.18M Hold
127,444
– – 1.72% 7
2017
Q2 		$7.76M Buy
+127,444
New +$7.69M 1.7% 7

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

First Personal Financial Services's IEFA Position: Q3 2024 in Review

First Personal Financial Services held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2024 at 665 shares worth $51.9K. The position accounts for 0.01% of the portfolio, ranked #192.

First Personal Financial Services first reported a position in IEFA in Q2 2017 and has held it in 30 quarters since. The position peaked at $8.51M in Q1 2018. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • First Personal Financial Services held 665 shares of iShares Core MSCI EAFE ETF worth $51.9K as of Q3 2024.
  • First Personal Financial Services left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2024.
  • iShares Core MSCI EAFE ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #192 holding.
  • First Personal Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 30 quarters since.
  • First Personal Financial Services's iShares Core MSCI EAFE ETF position peaked at $8.51M in Q1 2018.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.