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GYL Financial Synergies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

GYL Financial Synergies’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 		$1.97M Buy
25,284
+282
+1% +$21.1K 0.15% 133
2024
Q2 		$1.82M Buy
25,002
+474
+2% +$34.9K 0.14% 133
2024
Q1 		$1.82M Sell
24,528
-6,673
-21% -$475K 0.14% 130
2023
Q4 		$2.19M Buy
31,201
+8,296
+36% +$547K 0.18% 112
2023
Q3 		$1.47M Sell
22,905
-48
-0.2% -$3.21K 0.14% 136
2023
Q2 		$1.55M Sell
22,953
-8,952
-28% -$607K 0.14% 133
2023
Q1 		$2.13M Sell
31,905
-86,534
-73% -$5.67M 0.26% 81
2022
Q4 		$7.3M Buy
118,439
+36,612
+45% +$2.15M 1.58% 19
2022
Q3 		$4.31M Buy
81,827
+22,375
+38% +$1.32M 1.18% 20
2022
Q2 		$3.5M Buy
59,452
+10,090
+20% +$647K 0.96% 21
2022
Q1 		$3.43M Sell
49,362
-3,818
-7% -$270K 0.82% 19
2021
Q4 		$3.97M Buy
53,180
+7,499
+16% +$564K 1.07% 17
2021
Q3 		$3.39M Buy
45,681
+498
+1% +$37.9K 1.73% 10
2021
Q2 		$3.38M Sell
45,183
-1,071
-2% -$80.9K 1.75% 10
2021
Q1 		$3.33M Sell
46,254
-1,701
-4% -$122K 1.84% 9
2020
Q4 		$3.31M Sell
47,955
-1,568
-3% -$101K 1.91% 10
2020
Q3 		$2.98M Sell
49,523
-1,233
-2% -$74.4K 1.96% 9
2020
Q2 		$2.9M Sell
50,756
-93,758
-65% -$5.08M 2.1% 10
2020
Q1 		$7.21M Sell
144,514
-28,227
-16% -$1.68M 4.61% 7
2019
Q4 		$11.3M Buy
172,741
+95,752
+124% +$6.07M 4.98% 4
2019
Q3 		$4.7M Buy
76,989
+6,635
+9% +$400K 2.34% 8
2019
Q2 		$4.32M Buy
70,354
+22,080
+46% +$1.35M 2.28% 8
2019
Q1 		$2.93M Buy
48,274
+34,324
+246% +$2.03M 1.65% 10
2018
Q4 		$767K Buy
+13,950
New +$818K 0.56% 39

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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

GYL Financial Synergies's IEFA Position: Q3 2024 in Review

GYL Financial Synergies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q3 2024, buying an estimated $21.1K and bringing the position to 25,284 shares worth $1.97M. The position accounts for 0.15% of the portfolio, ranked #133.

GYL Financial Synergies first reported a position in IEFA in Q4 2018 and has held it in 24 quarters since. The position peaked at $11.3M in Q4 2019. 1,856 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • GYL Financial Synergies held 25,284 shares of iShares Core MSCI EAFE ETF worth $1.97M as of Q3 2024.
  • GYL Financial Synergies bought 282 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $21.1K.
  • iShares Core MSCI EAFE ETF made up 0.15% of GYL Financial Synergies's portfolio in Q3 2024, its #133 holding.
  • GYL Financial Synergies first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 24 quarters since.
  • GYL Financial Synergies's iShares Core MSCI EAFE ETF position peaked at $11.3M in Q4 2019.
  • 1,856 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.