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

Glassy Mountain 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
2023
Q1 		– Sell
-2,341
Closed -$144K – 108
2022
Q4 		$144K Buy
+2,341
New +$138K 0.08% 74

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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

Glassy Mountain Advisors's IEFA Position: Q1 2023 in Review

Glassy Mountain Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 2,341 shares — an estimated $144K sold.

Glassy Mountain Advisors first reported a position in IEFA in Q4 2022 and held it in 1 quarter. The position peaked at $144K in Q4 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Glassy Mountain Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Glassy Mountain Advisors sold 2,341 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $144K.
  • Glassy Mountain Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Glassy Mountain Advisors's iShares Core MSCI EAFE ETF position peaked at $144K in Q4 2022.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Glassy Mountain Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.