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FOCUS Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

FOCUS Wealth Advisors’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
Q4 		– Sell
-9,510
Closed -$612K – 58
2023
Q3 		$612K Buy
+9,510
New +$637K 0.42% 38

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

FOCUS Wealth Advisors's IEFA Position: Q4 2023 in Review

FOCUS Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 9,510 shares — an estimated $612K sold.

FOCUS Wealth Advisors first reported a position in IEFA in Q3 2023 and held it in 1 quarter. The position peaked at $612K in Q3 2023. 1,746 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • FOCUS Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • FOCUS Wealth Advisors sold 9,510 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $612K.
  • FOCUS Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and held it in 1 quarter.
  • FOCUS Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $612K in Q3 2023.
  • 1,746 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on FOCUS Wealth Advisors's 13F filing for Q4 2023, filed 11 Jan 2024.