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Girard Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Girard Partners’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 		$600K Sell
8,266
-352
-4% -$25.9K 0.06% 170
2024
Q1 		$640K Sell
8,618
-492
-5% -$35K 0.06% 169
2023
Q4 		$641K Buy
9,110
+144
+2% +$9.49K 0.07% 172
2023
Q3 		$577K Sell
8,966
-362
-4% -$24.2K 0.07% 165
2023
Q2 		$630K Sell
9,328
-1,251
-12% -$84.8K 0.07% 160
2023
Q1 		$707K Sell
10,579
-55,067
-84% -$3.61M 0.08% 151
2022
Q4 		$4.05M Buy
+65,646
New +$3.86M 0.46% 54
2018
Q4 		– Sell
-6,390
Closed -$409K – 491
2018
Q3 		$409K Sell
6,390
-8
-0.1% -$510 0.07% 169
2018
Q2 		$405K Buy
6,398
+84
+1% +$5.56K 0.08% 190
2018
Q1 		$416K Sell
6,314
-151
-2% -$10.1K 0.1% 160
2017
Q4 		$427K Buy
6,465
+2,535
+65% +$165K 0.08% 186
2017
Q3 		$252K Hold
3,930
– – 0.05% 217
2017
Q2 		$239K Buy
3,930
+150
+4% +$9.05K 0.05% 228
2017
Q1 		$219K Buy
+3,780
New +$212K 0.05% 218

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
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

Girard Partners's IEFA Position: Q2 2024 in Review

Girard Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.1% in Q2 2024, selling an estimated $25.9K and leaving 8,266 shares worth $600K. The position accounts for 0.06% of the portfolio, ranked #170.

Girard Partners first reported a position in IEFA in Q1 2017 and has held it in 14 quarters since. The position peaked at $4.05M in Q4 2022. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Girard Partners held 8,266 shares of iShares Core MSCI EAFE ETF worth $600K as of Q2 2024.
  • Girard Partners sold 352 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $25.9K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Girard Partners's portfolio in Q2 2024, its #170 holding.
  • Girard Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 14 quarters since.
  • Girard Partners's iShares Core MSCI EAFE ETF position peaked at $4.05M in Q4 2022.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Girard Partners's 13F filing for Q2 2024, filed 12 Aug 2024.