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G2 Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

G2 Capital Management’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
-180,953
Closed -$11.2M – 56
2022
Q4 		$11.2M Buy
+180,953
New +$10.6M 4.09% 6

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
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

G2 Capital Management's IEFA Position: Q1 2023 in Review

G2 Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 180,953 shares — an estimated $11.2M sold.

G2 Capital Management first reported a position in IEFA in Q4 2022 and held it in 1 quarter. The position peaked at $11.2M in Q4 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • G2 Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • G2 Capital Management sold 180,953 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $11.2M.
  • G2 Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • G2 Capital Management's iShares Core MSCI EAFE ETF position peaked at $11.2M in Q4 2022.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on G2 Capital Management's 13F filing for Q1 2023, filed 4 May 2023.