Greenline Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Greenline Partners’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
2022 Q4	–	Sell	-146	Closed	-$8K	–	129
2022 Q3	$8K	Buy	+146	New	+$8.59K	﹤0.01%	123
2022 Q2	–	Sell	-172	Closed	-$12K	–	130
2022 Q1	$12K	Hold	172	–	–	﹤0.01%	131
2021 Q4	$13K	Hold	172	–	–	﹤0.01%	132
2021 Q3	$13K	Sell	172 -1	-0.6%	-$76	﹤0.01%	123
2021 Q2	$13K	Hold	173	–	–	﹤0.01%	125
2021 Q1	$12K	Hold	173	–	–	﹤0.01%	117
2020 Q4	$12K	Sell	173 -17	-9%	-$1.1K	﹤0.01%	118
2020 Q3	$11K	Hold	190	–	–	﹤0.01%	99
2020 Q2	$10K	Buy	+190	New	+$10.3K	﹤0.01%	104

Other funds holding IEFA

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

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

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

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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

Greenline Partners's IEFA Position: Q4 2022 in Review

Greenline Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 146 shares — an estimated $8K sold.

Greenline Partners first reported a position in IEFA in Q2 2020 and held it in 9 quarters. The position peaked at $13K in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Greenline Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Greenline Partners sold 146 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $8K.
Greenline Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 9 quarters.
Greenline Partners's iShares Core MSCI EAFE ETF position peaked at $13K in Q4 2021.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Greenline Partners's 13F filing for Q4 2022, filed 14 Feb 2023.