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Geller Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Geller 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
2022
Q4 		– Sell
-6,861
Closed -$361K – 156
2022
Q3 		$361K Sell
6,861
-55
-0.8% -$3.23K 0.08% 67
2022
Q2 		$407K Buy
6,916
+566
+9% +$36.3K 0.08% 61
2022
Q1 		$441K Buy
6,350
+552
+10% +$39K 0.08% 68
2021
Q4 		$433K Buy
5,798
+907
+19% +$68.2K 0.08% 73
2021
Q3 		$363K Buy
4,891
+124
+3% +$9.43K 0.08% 83
2021
Q2 		$357K Hold
4,767
– – 0.08% 75
2021
Q1 		$343K Hold
4,767
– – 0.08% 72
2020
Q4 		$329K Hold
4,767
– – 0.08% 71
2020
Q3 		$287K Sell
4,767
-79
-2% -$4.76K 0.08% 60
2020
Q2 		$277K Sell
4,846
-589
-11% -$31.9K 0.08% 61
2020
Q1 		$271K Buy
+5,435
New +$323K 0.08% 49
2019
Q4 		– Sell
-7,122
Closed -$435K – 71
2019
Q3 		$435K Buy
+7,122
New +$430K 0.16% 29

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Geller Advisors's IEFA Position: Q4 2022 in Review

Geller Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 6,861 shares — an estimated $361K sold.

Geller Advisors first reported a position in IEFA in Q3 2019 and held it in 12 quarters. The position peaked at $441K in Q1 2022. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Geller Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Geller Advisors sold 6,861 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $361K.
  • Geller Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 12 quarters.
  • Geller Advisors's iShares Core MSCI EAFE ETF position peaked at $441K in Q1 2022.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Geller Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.