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Howland Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Howland Capital Management’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 		– Sell
-4,014
Closed -$292K – 282
2024
Q2 		$292K Buy
+4,014
New +$295K 0.01% 241

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TIAA Trust, National Association
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Howland Capital Management's IEFA Position: Q3 2024 in Review

Howland Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 4,014 shares — an estimated $292K sold.

Howland Capital Management first reported a position in IEFA in Q2 2024 and held it in 1 quarter. The position peaked at $292K in Q2 2024. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Howland Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Howland Capital Management sold 4,014 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $292K.
  • Howland Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
  • Howland Capital Management's iShares Core MSCI EAFE ETF position peaked at $292K in Q2 2024.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Howland Capital Management's 13F filing for Q3 2024, filed 12 Nov 2024.