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

Gradient 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
2024
Q3 		– Sell
-3,069
Closed -$223K – 782
2024
Q2 		$223K Buy
3,069
+2,173
+243% +$160K 0.01% 308
2024
Q1 		$66.5K Sell
896
-211
-19% -$15K ﹤0.01% 400
2023
Q4 		$77.9K Buy
1,107
+260
+31% +$17.1K ﹤0.01% 460
2023
Q3 		$54.5K Sell
847
-74
-8% -$4.96K ﹤0.01% 491
2023
Q2 		$62.2K Sell
921
-675
-42% -$45.8K ﹤0.01% 470
2023
Q1 		$107K Buy
1,596
+735
+85% +$48.2K ﹤0.01% 366
2022
Q4 		$53.1K Sell
861
-58
-6% -$3.41K ﹤0.01% 492
2022
Q3 		$48K Buy
919
+360
+64% +$21.2K ﹤0.01% 487
2022
Q2 		$33K Buy
559
+285
+104% +$18.3K ﹤0.01% 547
2022
Q1 		$19K Buy
274
+33
+14% +$2.33K ﹤0.01% 658
2021
Q4 		$18K Sell
241
-409
-63% -$30.7K ﹤0.01% 679
2021
Q3 		$48K Buy
650
+211
+48% +$16.1K ﹤0.01% 481
2021
Q2 		$33K Buy
439
+19
+5% +$1.43K ﹤0.01% 548
2021
Q1 		$30K Sell
420
-323
-43% -$23.1K ﹤0.01% 552
2020
Q4 		$45K Hold
743
– – ﹤0.01% 419
2020
Q3 		$45K Sell
743
-114
-13% -$6.88K ﹤0.01% 422
2020
Q2 		$49K Buy
857
+22
+3% +$1.19K ﹤0.01% 386
2020
Q1 		$42K Sell
835
-237
-22% -$14.1K ﹤0.01% 376
2019
Q4 		$70K Sell
1,072
-618
-37% -$39.2K ﹤0.01% 343
2019
Q3 		$103K Buy
1,690
+55
+3% +$3.32K 0.01% 299
2019
Q2 		$100K Buy
1,635
+1,120
+217% +$68.6K 0.01% 309
2019
Q1 		$31K Sell
515
-626
-55% -$37K ﹤0.01% 391
2018
Q4 		$63K Buy
1,141
+1,006
+745% +$59K ﹤0.01% 315
2018
Q3 		$9K Buy
+135
New +$8.61K ﹤0.01% 645
2018
Q2 		– Sell
-53
Closed -$3K – 1056
2018
Q1 		$3K Buy
+53
New +$3.56K ﹤0.01% 778
2017
Q3 		– Sell
-281
Closed -$17K – 452
2017
Q2 		$17K Buy
+281
New +$17K ﹤0.01% 412
2016
Q4 		– Sell
-352
Closed -$19K – 757
2016
Q3 		$19K Buy
+352
New +$19K ﹤0.01% 359

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Gradient Investments's IEFA Position: Q3 2024 in Review

Gradient Investments sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 3,069 shares — an estimated $223K sold.

Gradient Investments first reported a position in IEFA in Q3 2016 and held it in 27 quarters. The position peaked at $223K in Q2 2024. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Gradient Investments reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 3,069 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $223K.
  • Gradient Investments first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and held it in 27 quarters.
  • Gradient Investments's iShares Core MSCI EAFE ETF position peaked at $223K in Q2 2024.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.