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FRG Family Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

FRG Family Wealth Advisors’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
2024
Q2 		– Sell
-1,540
Closed -$111K – 241
2024
Q1 		$111K Buy
+1,540
New +$110K 0.02% 164

Other funds holding IEFA

Bank of America
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Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FRG Family Wealth Advisors's IEFA Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 1,540 shares — an estimated $111K sold.

FRG Family Wealth Advisors first reported a position in IEFA in Q1 2024 and held it in 1 quarter. The position peaked at $111K in Q1 2024. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 1,540 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $111K.
  • FRG Family Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $111K in Q1 2024.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.