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FMB Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

FMB Wealth Management’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
Q3 		– Sell
-8,248
Closed -$557K – 54
2023
Q2 		$557K Hold
8,248
– – 0.59% 32
2023
Q1 		$551K Hold
8,248
– – 0.66% 28
2022
Q4 		$508K Buy
+8,248
New +$485K 0.65% 27

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

FMB Wealth Management's IEFA Position: Q3 2023 in Review

FMB Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 8,248 shares — an estimated $557K sold.

FMB Wealth Management first reported a position in IEFA in Q4 2022 and held it in 3 quarters. The position peaked at $557K in Q2 2023. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • FMB Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • FMB Wealth Management sold 8,248 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $557K.
  • FMB Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 3 quarters.
  • FMB Wealth Management's iShares Core MSCI EAFE ETF position peaked at $557K in Q2 2023.
  • 1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on FMB Wealth Management's 13F filing for Q3 2023, filed 15 Oct 2024.