IWP
IEFA icon

Innova Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Innova Wealth Partners’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
-2,817
Closed -$205K – 104
2024
Q2 		$205K Buy
+2,817
New +$207K 0.15% 79

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

Innova Wealth Partners's IEFA Position: Q3 2024 in Review

Innova Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 2,817 shares — an estimated $205K sold.

Innova Wealth Partners first reported a position in IEFA in Q2 2024 and held it in 1 quarter. The position peaked at $205K in Q2 2024. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Innova Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Innova Wealth Partners sold 2,817 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $205K.
  • Innova Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
  • Innova Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $205K in Q2 2024.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Innova Wealth Partners's 13F filing for Q3 2024, filed 30 Oct 2024.