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Goodwin Investment Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Goodwin Investment Advisory’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
Q1 		– Sell
-294
Closed -$20.7K – 56
2023
Q4 		$20.7K Sell
294
-1,072
-78% -$70.7K 0.01% 53
2023
Q3 		$87.9K Sell
1,366
-116
-8% -$7.77K 0.05% 57
2023
Q2 		$100K Sell
1,482
-14
-0.9% -$949 0.06% 53
2023
Q1 		$100K Sell
1,496
-492
-25% -$32.3K 0.07% 55
2022
Q4 		$123K Buy
1,988
+548
+38% +$32.3K 0.09% 54
2022
Q3 		$76K Sell
1,440
-2,644
-65% -$155K 0.06% 69
2022
Q2 		$240K Sell
4,084
-884
-18% -$56.7K 0.19% 37
2022
Q1 		$348K Sell
4,968
-2,842
-36% -$201K 0.24% 33
2021
Q4 		$582K Sell
7,810
-175
-2% -$13.2K 0.44% 22
2021
Q3 		$594K Buy
7,985
+2,461
+45% +$187K 0.58% 19
2021
Q2 		$414K Sell
5,524
-435
-7% -$32.8K 0.45% 16
2021
Q1 		$427K Sell
5,959
-104
-2% -$7.43K 0.5% 18
2020
Q4 		$419K Buy
+6,063
New +$392K 0.51% 18

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Goodwin Investment Advisory's IEFA Position: Q1 2024 in Review

Goodwin Investment Advisory sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 294 shares — an estimated $20.7K sold.

Goodwin Investment Advisory first reported a position in IEFA in Q4 2020 and held it in 13 quarters. The position peaked at $594K in Q3 2021. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Goodwin Investment Advisory reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Goodwin Investment Advisory sold 294 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $20.7K.
  • Goodwin Investment Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
  • Goodwin Investment Advisory's iShares Core MSCI EAFE ETF position peaked at $594K in Q3 2021.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Goodwin Investment Advisory's 13F filing for Q1 2024, filed 6 May 2024.