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Forbes Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Forbes Financial Planning’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
2022
Q1 		– Sell
-11,359
Closed -$845K – 36
2021
Q4 		$845K Buy
+11,359
New +$854K 0.83% 23

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Forbes Financial Planning's IEFA Position: Q1 2022 in Review

Forbes Financial Planning sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 11,359 shares — an estimated $845K sold.

Forbes Financial Planning first reported a position in IEFA in Q4 2021 and held it in 1 quarter. The position peaked at $845K in Q4 2021. 1,519 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Forbes Financial Planning reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Forbes Financial Planning sold 11,359 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $845K.
  • Forbes Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
  • Forbes Financial Planning's iShares Core MSCI EAFE ETF position peaked at $845K in Q4 2021.
  • 1,519 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Forbes Financial Planning's 13F filing for Q1 2022, filed 13 May 2022.