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Ford Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ford Financial Group’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
Q1 		– Sell
-11,273
Closed -$695K – 44
2022
Q4 		$695K Buy
11,273
+176
+2% +$10.4K 0.27% 67
2022
Q3 		$584K Sell
11,097
-21,858
-66% -$1.29M 0.24% 69
2022
Q2 		$1.94M Sell
32,955
-5,131
-13% -$329K 0.79% 31
2022
Q1 		$2.65M Sell
38,086
-178,291
-82% -$12.6M 1.01% 25
2021
Q4 		$16.1K Sell
216,377
-1,381
-0.6% -$104K 3.21% 5
2021
Q3 		$16.2M Buy
217,758
+56,342
+35% +$4.29M 6.23% 4
2021
Q2 		$12.1M Buy
161,416
+5,934
+4% +$448K 4.5% 4
2021
Q1 		$11.2M Buy
155,482
+8,751
+6% +$625K 4.82% 4
2020
Q4 		$10.1M Buy
146,731
+52,175
+55% +$3.37M 4.78% 4
2020
Q3 		$5.7M Buy
94,556
+76,375
+420% +$4.61M 3.1% 7
2020
Q2 		$1.04M Buy
18,181
+1,364
+8% +$73.9K 0.58% 31
2020
Q1 		$839K Buy
16,817
+328
+2% +$19.5K 0.56% 28
2019
Q4 		$1.07M Buy
16,489
+360
+2% +$22.8K 0.62% 27
2019
Q3 		$985K Sell
16,129
-8,403
-34% -$507K 0.63% 26
2019
Q2 		$1.51M Sell
24,532
-2,035
-8% -$125K 1.02% 19
2019
Q1 		$1.61M Sell
26,567
-3,321
-11% -$196K 1.16% 18
2018
Q4 		$1.64M Buy
+29,888
New +$1.75M 1.24% 15
2018
Q2 		– Sell
-36,751
Closed -$2.42M – 43
2018
Q1 		$2.42M Sell
36,751
-3,883
-10% -$261K 1.89% 13
2017
Q4 		$2.76M Buy
+40,634
New +$2.65M 2.08% 13

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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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

Ford Financial Group's IEFA Position: Q1 2023 in Review

Ford Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 11,273 shares — an estimated $695K sold.

Ford Financial Group first reported a position in IEFA in Q4 2017 and held it in 19 quarters. The position peaked at $16.2M in Q3 2021. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Ford Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 11,273 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $695K.
  • Ford Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 19 quarters.
  • Ford Financial Group's iShares Core MSCI EAFE ETF position peaked at $16.2M in Q3 2021.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.