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Ingalls & Snyder LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ingalls & Snyder LLC’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 		– Sell
-3,609
Closed -$268K – 447
2024
Q1 		$268K Sell
3,609
-36
-1% -$2.56K 0.01% 370
2023
Q4 		$256K Sell
3,645
-140
-4% -$9.23K 0.01% 368
2023
Q3 		$244K Hold
3,785
– – 0.01% 375
2023
Q2 		$255K Hold
3,785
– – 0.01% 371
2023
Q1 		$253K Buy
+3,785
New +$248K 0.01% 365

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ingalls & Snyder LLC's IEFA Position: Q2 2024 in Review

Ingalls & Snyder LLC sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 3,609 shares — an estimated $268K sold.

Ingalls & Snyder LLC first reported a position in IEFA in Q1 2023 and held it in 5 quarters. The position peaked at $268K in Q1 2024. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Ingalls & Snyder LLC reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Ingalls & Snyder LLC sold 3,609 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $268K.
  • Ingalls & Snyder LLC first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and held it in 5 quarters.
  • Ingalls & Snyder LLC's iShares Core MSCI EAFE ETF position peaked at $268K in Q1 2024.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Ingalls & Snyder LLC's 13F filing for Q2 2024, filed 31 Jul 2024.