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

Freedman Financial Associates’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
Q2 		– Sell
-5,200
Closed -$366K – 186
2022
Q1 		$366K Buy
5,200
+1,195
+30% +$84.5K 0.25% 48
2021
Q4 		$299K Buy
4,005
+600
+18% +$45.1K 0.2% 50
2021
Q3 		$253K Hold
3,405
– – 0.18% 52
2021
Q2 		$255K Buy
3,405
+980
+40% +$74K 0.19% 52
2021
Q1 		$175K Buy
2,425
+150
+7% +$10.7K 0.14% 65
2020
Q4 		$157K Buy
+2,275
New +$147K 0.14% 67

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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Freedman Financial Associates's IEFA Position: Q2 2022 in Review

Freedman Financial Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 5,200 shares — an estimated $366K sold.

Freedman Financial Associates first reported a position in IEFA in Q4 2020 and held it in 6 quarters. The position peaked at $366K in Q1 2022. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Freedman Financial Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 5,200 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $366K.
  • Freedman Financial Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's iShares Core MSCI EAFE ETF position peaked at $366K in Q1 2022.
  • 1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.