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Gould Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Gould Capital’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
-3,400
Closed -$210K – 206
2022
Q4 		$210K Buy
+3,400
New +$200K 0.17% 53

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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 $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Gould Capital's IEFA Position: Q1 2023 in Review

Gould Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 3,400 shares — an estimated $210K sold.

Gould Capital first reported a position in IEFA in Q4 2022 and held it in 1 quarter. The position peaked at $210K in Q4 2022. 1,554 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Gould Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Gould Capital sold 3,400 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $210K.
  • Gould Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Gould Capital's iShares Core MSCI EAFE ETF position peaked at $210K in Q4 2022.
  • 1,554 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Gould Capital's 13F filing for Q1 2023, filed 16 May 2023.