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

Focused 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 Q4	–	Sell	-48	Closed	-$3.09K	–	1056
2023 Q3	$3.09K	Hold	48	–	–	﹤0.01%	715
2023 Q2	$3.24K	Hold	48	–	–	﹤0.01%	742
2023 Q1	$3.21K	Sell	48 -357	-88%	-$23.4K	﹤0.01%	745
2022 Q4	$25K	Buy	405 +336	+487%	+$19.8K	0.01%	394
2022 Q3	$4K	Hold	69	–	–	﹤0.01%	656
2022 Q2	$4K	Buy	69 +2	+3%	+$128	﹤0.01%	646
2022 Q1	$5K	Hold	67	–	–	﹤0.01%	664
2021 Q4	$5K	Buy	+67	New	+$5.04K	﹤0.01%	697
2020 Q2	–	Sell	-44	Closed	-$2K	–	782
2020 Q1	$2K	Buy	+44	New	+$2.62K	﹤0.01%	607
2016 Q4	–	Sell	-119	Closed	-$7K	–	709
2016 Q3	$7K	Sell	119 -168	-59%	-$9.07K	﹤0.01%	490
2016 Q2	$15K	Buy	+287	New	+$15.3K	0.01%	389

Other funds holding IEFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Focused Wealth Management's IEFA Position: Q4 2023 in Review

Focused Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 48 shares — an estimated $3.09K sold.

Focused Wealth Management first reported a position in IEFA in Q2 2016 and held it in 11 quarters. The position peaked at $25K in Q4 2022. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

Focused Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
Focused Wealth Management sold 48 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $3.09K.
Focused Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and held it in 11 quarters.
Focused Wealth Management's iShares Core MSCI EAFE ETF position peaked at $25K in Q4 2022.
1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Focused Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.