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

FourThought Financial’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 Q3	$94K	Hold	1,781	–	–	0.01%	447
2022 Q2	$105K	Buy	1,781 +292	+20%	+$18.7K	0.02%	422
2022 Q1	$104K	Hold	1,489	–	–	0.01%	469
2021 Q4	$111K	Sell	1,489 -16	-1%	-$1.2K	0.01%	457
2021 Q3	$111K	Sell	1,505 -77	-5%	-$5.86K	0.01%	465
2021 Q2	$118K	Sell	1,582 -186	-11%	-$14K	0.02%	455
2021 Q1	$127K	Sell	1,768 -146	-8%	-$10.4K	0.02%	438
2020 Q4	$132K	Buy	+1,914	New	+$124K	0.02%	418

Other funds holding IEFA

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

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FourThought Financial's IEFA Position: Q3 2022 in Review

FourThought Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2022 at 1,781 shares worth $94K. The position accounts for 0.01% of the portfolio, ranked #447.

FourThought Financial first reported a position in IEFA in Q4 2020 and has held it in 8 quarters since. The position peaked at $132K in Q4 2020. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

FourThought Financial held 1,781 shares of iShares Core MSCI EAFE ETF worth $94K as of Q3 2022.
FourThought Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2022.
iShares Core MSCI EAFE ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #447 holding.
FourThought Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares Core MSCI EAFE ETF position peaked at $132K in Q4 2020.
1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.