HoyleCohen’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

HoyleCohen’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
2022 Q2	–	Sell	-3,672	Closed	-$255K	–	266
2022 Q1	$255K	Buy	+3,672	New	+$260K	0.02%	238

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HoyleCohen's IEFA Position: Q2 2022 in Review

HoyleCohen sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 3,672 shares — an estimated $255K sold.

HoyleCohen first reported a position in IEFA in Q1 2022 and held it in 1 quarter. The position peaked at $255K in Q1 2022. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

HoyleCohen reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
HoyleCohen sold 3,672 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $255K.
HoyleCohen first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and held it in 1 quarter.
HoyleCohen's iShares Core MSCI EAFE ETF position peaked at $255K in Q1 2022.
1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on HoyleCohen's 13F filing for Q2 2022, filed 27 Jul 2022.