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Hart & Patterson Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Hart & Patterson Financial Group’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
Q4 		$1.2M Sell
17,022
-89
-0.5% -$6.57K 0.58% 39
2024
Q3 		$1.34M Sell
17,111
-61
-0.4% -$4.57K 0.63% 39
2024
Q2 		$1.25M Sell
17,172
-407
-2% -$29.9K 0.62% 37
2024
Q1 		$1.3M Sell
17,579
-623
-3% -$44.3K 0.65% 35
2023
Q4 		$1.28M Buy
+18,202
New +$1.2M 0.67% 30

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Hart & Patterson Financial Group's IEFA Position: Q4 2024 in Review

Hart & Patterson Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.52% in Q4 2024, selling an estimated $6.57K and leaving 17,022 shares worth $1.2M. The position accounts for 0.58% of the portfolio, ranked #39.

Hart & Patterson Financial Group first reported a position in IEFA in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.34M in Q3 2024. 2,001 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Hart & Patterson Financial Group held 17,022 shares of iShares Core MSCI EAFE ETF worth $1.2M as of Q4 2024.
  • Hart & Patterson Financial Group sold 89 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $6.57K.
  • iShares Core MSCI EAFE ETF made up 0.58% of Hart & Patterson Financial Group's portfolio in Q4 2024, its #39 holding.
  • Hart & Patterson Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • Hart & Patterson Financial Group's iShares Core MSCI EAFE ETF position peaked at $1.34M in Q3 2024.
  • 2,001 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Hart & Patterson Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.