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

Greenwood Capital Associates’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	-60,561	Closed	-$4.26M	–	260
2023 Q4	$4.26M	Buy	60,561 +18,536	+44%	+$1.22M	0.55%	64
2023 Q3	$2.7M	Sell	42,025 -20,303	-33%	-$1.36M	0.39%	77
2023 Q2	$4.21M	Buy	62,328 +51,745	+489%	+$3.51M	0.59%	58
2023 Q1	$707K	Buy	10,583 +3,885	+58%	+$255K	0.1%	160
2022 Q4	$413K	Buy	+6,698	New	+$394K	0.07%	180
2018 Q4	–	Sell	-276,569	Closed	-$17.7M	–	188
2018 Q3	$17.7M	Buy	276,569 +184,359	+200%	+$11.8M	3.86%	1
2018 Q2	$5.84M	Buy	+92,210	New	+$6.1M	1.35%	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 Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Greenwood Capital Associates's IEFA Position: Q1 2024 in Review

Greenwood Capital Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 60,561 shares — an estimated $4.26M sold.

Greenwood Capital Associates first reported a position in IEFA in Q2 2018 and held it in 7 quarters. The position peaked at $17.7M in Q3 2018. 1,786 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

Greenwood Capital Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Greenwood Capital Associates sold 60,561 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $4.26M.
Greenwood Capital Associates first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 7 quarters.
Greenwood Capital Associates's iShares Core MSCI EAFE ETF position peaked at $17.7M in Q3 2018.
1,786 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Greenwood Capital Associates's 13F filing for Q1 2024, filed 1 May 2024.