ICA Group Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

ICA Group Wealth 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 Q2	$166K	Sell	2,283 -19,841	-90%	-$1.46M	0.1%	120
2024 Q1	$1.64M	Sell	22,124 -3,330	-13%	-$237K	0.33%	61
2023 Q4	$1.79M	Sell	25,454 -785	-3%	-$51.7K	0.4%	53
2023 Q3	$1.69M	Sell	26,239 -3,640	-12%	-$244K	0.47%	50
2023 Q2	$2.02M	Buy	29,879 +18,791	+169%	+$1.27M	0.51%	42
2023 Q1	$741K	Sell	11,088 -24,673	-69%	-$1.62M	0.18%	117
2022 Q4	$2.21M	Sell	35,761 -9,848	-22%	-$580K	0.52%	42
2022 Q3	$2.4M	Sell	45,609 -1,404	-3%	-$82.6K	0.51%	45
2022 Q2	$2.87M	Sell	47,013 -2,524	-5%	-$162K	0.54%	43
2022 Q1	$3.26M	Buy	+49,537	New	+$3.5M	0.62%	38

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

ICA Group Wealth Management's IEFA Position: Q2 2024 in Review

ICA Group Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 90% in Q2 2024, selling an estimated $1.46M and leaving 2,283 shares worth $166K. The position accounts for 0.1% of the portfolio, ranked #120.

ICA Group Wealth Management first reported a position in IEFA in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.26M in Q1 2022. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

ICA Group Wealth Management held 2,283 shares of iShares Core MSCI EAFE ETF worth $166K as of Q2 2024.
ICA Group Wealth Management sold 19,841 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $1.46M.
iShares Core MSCI EAFE ETF made up 0.1% of ICA Group Wealth Management's portfolio in Q2 2024, its #120 holding.
ICA Group Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.26M in Q1 2022.
1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.