Glovista Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Glovista Investments’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	-3,947	Closed	-$244K	–	46
2022 Q4	$244K	Buy	+3,947	New	+$232K	0.12%	45
2015 Q1	–	Sell	-15,989	Closed	-$885K	–	87
2014 Q4	$885K	Buy	15,989 +2,078	+15%	+$118K	0.11%	40
2014 Q3	$810K	Hold	13,911	–	–	0.11%	43
2014 Q2	$865K	Buy	13,911 +5,196	+60%	+$322K	0.12%	47
2014 Q1	$532K	Buy	8,715 +895	+11%	+$53.6K	0.09%	58
2013 Q4	$475K	Hold	7,820	–	–	0.08%	53
2013 Q3	$451K	Hold	7,820	–	–	0.08%	43
2013 Q2	$402K	Buy	+7,820	New	+$423K	0.09%	30

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Glovista Investments's IEFA Position: Q1 2023 in Review

Glovista Investments sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 3,947 shares — an estimated $244K sold.

Glovista Investments first reported a position in IEFA in Q2 2013 and held it in 8 quarters. The position peaked at $885K in Q4 2014. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

Glovista Investments reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Glovista Investments sold 3,947 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $244K.
Glovista Investments first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and held it in 8 quarters.
Glovista Investments's iShares Core MSCI EAFE ETF position peaked at $885K in Q4 2014.
1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Glovista Investments's 13F filing for Q1 2023, filed 15 May 2023.