Householder Group Estate & Retirement Specialist’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-2,121	Closed	-$165K	–	839
2024 Q3	$165K	Sell	2,121 -7	-0.3%	-$524	0.05%	279
2024 Q2	$154K	Buy	2,128 +15	+0.7%	+$1.1K	0.04%	278
2024 Q1	$157K	Buy	2,113 +66	+3%	+$4.7K	0.05%	279
2023 Q4	$144K	Sell	2,047 -247	-11%	-$16.3K	0.05%	279
2023 Q3	$148K	Buy	+2,294	New	+$154K	0.05%	254
2023 Q1	$179K	Buy	+2,682	New	+$176K	0.07%	211
2022 Q4	–	Sell	-2,766	Closed	-$145K	–	675
2022 Q3	$145K	Buy	+2,766	New	+$163K	0.06%	209

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's IEFA Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 2,121 shares — an estimated $165K sold.

Householder Group Estate & Retirement Specialist first reported a position in IEFA in Q3 2022 and held it in 7 quarters. The position peaked at $179K in Q1 2023. 2,004 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 2,121 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $165K.
Householder Group Estate & Retirement Specialist first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's iShares Core MSCI EAFE ETF position peaked at $179K in Q1 2023.
2,004 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.