Fort Pitt Capital Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fort Pitt Capital 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 Q2	–	Sell	-3,218	Closed	-$215K	–	120
2023 Q1	$215K	Sell	3,218 -5,639	-64%	-$370K	0.01%	119
2022 Q4	$546K	Buy	+8,857	New	+$521K	0.02%	99
2021 Q1	–	Sell	-2,019	Closed	-$140K	–	226
2020 Q4	$140K	Buy	+2,019	New	+$131K	0.01%	137
2020 Q1	–	Sell	-3,499	Closed	-$228K	–	178
2019 Q4	$228K	Buy	+3,499	New	+$222K	0.01%	151
2019 Q3	–	Sell	-5,177	Closed	-$318K	–	151
2019 Q2	$318K	Sell	5,177 -1,664	-24%	-$102K	0.02%	102
2019 Q1	$416K	Sell	6,841 -12,842	-65%	-$758K	0.03%	95
2018 Q4	$1.08M	Buy	+19,683	New	+$1.15M	0.08%	82
2017 Q2	–	Sell	-3,775	Closed	-$219K	–	119
2017 Q1	$219K	Sell	3,775 -283	-7%	-$15.9K	0.02%	106
2016 Q4	$218K	Buy	+4,058	New	+$218K	0.02%	110

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fort Pitt Capital Group's IEFA Position: Q2 2023 in Review

Fort Pitt Capital Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 3,218 shares — an estimated $215K sold.

Fort Pitt Capital Group first reported a position in IEFA in Q4 2016 and held it in 9 quarters. The position peaked at $1.08M in Q4 2018. 1,581 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

Fort Pitt Capital Group reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
Fort Pitt Capital Group sold 3,218 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $215K.
Fort Pitt Capital Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and held it in 9 quarters.
Fort Pitt Capital Group's iShares Core MSCI EAFE ETF position peaked at $1.08M in Q4 2018.
1,581 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Fort Pitt Capital Group's 13F filing for Q2 2023, filed 28 Jul 2023.