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Institutional & Family Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Institutional & Family Asset 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 		$45.3M Sell
623,967
-471
-0.1% -$34.7K 6.93% 1
2024
Q1 		$46.3M Sell
624,438
-9,830
-2% -$700K 7.39% 1
2023
Q4 		$44.6M Buy
634,268
+1,251
+0.2% +$82.5K 7.34% 2
2023
Q3 		$40.7M Buy
633,017
+842
+0.1% +$56.4K 6.66% 2
2023
Q2 		$42.7M Sell
632,175
-5,523
-0.9% -$375K 6.94% 2
2023
Q1 		$42.6M Buy
637,698
+126,974
+25% +$8.32M 7.02% 2
2022
Q4 		$31.5M Buy
510,724
+54,500
+12% +$3.21M 5.23% 3
2022
Q3 		$24M Sell
456,224
-16,631
-4% -$978K 4.26% 4
2022
Q2 		$27.8M Buy
472,855
+8,420
+2% +$540K 4.8% 2
2022
Q1 		$32.3M Buy
464,435
+2,287
+0.5% +$162K 5.05% 3
2021
Q4 		$34.5M Sell
462,148
-5,526
-1% -$415K 5.37% 2
2021
Q3 		$34.7M Sell
467,674
-885
-0.2% -$67.3K 5.56% 2
2021
Q2 		$35.1M Buy
468,559
+82,088
+21% +$6.2M 5.78% 2
2021
Q1 		$27.8M Buy
386,471
+248,127
+179% +$17.7M 5.39% 2
2020
Q4 		$9.56M Buy
138,344
+14,717
+12% +$952K 2.01% 7
2020
Q3 		$7.45M Sell
123,627
-1,776
-1% -$107K 1.73% 9
2020
Q2 		$7.17M Sell
125,403
-1,342
-1% -$72.7K 1.48% 11
2020
Q1 		$6.32M Buy
126,745
+3,820
+3% +$227K 1.46% 12
2019
Q4 		$8.02M Buy
122,925
+1,788
+1% +$113K 1.69% 10
2019
Q3 		$7.4M Buy
121,137
+23,801
+24% +$1.44M 1.62% 11
2019
Q2 		$5.98M Buy
97,336
+1,430
+1% +$87.6K 1.29% 11
2019
Q1 		$5.83M Sell
95,906
-1,766
-2% -$104K 1.23% 14
2018
Q4 		$5.37M Buy
97,672
+2,958
+3% +$174K 1.2% 13
2018
Q3 		$6.07M Buy
94,714
+15,638
+20% +$997K 1.2% 14
2018
Q2 		$5.01M Buy
79,076
+23,684
+43% +$1.57M 1.04% 17
2018
Q1 		$3.65M Buy
55,392
+50,372
+1,003% +$3.38M 0.77% 33
2017
Q4 		$332K Buy
5,020
+249
+5% +$16.2K 0.06% 130
2017
Q3 		$306K Buy
4,771
+868
+22% +$54.3K 0.06% 144
2017
Q2 		$238K Buy
+3,903
New +$236K 0.06% 116

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

Institutional & Family Asset Management's IEFA Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.08% in Q2 2024, selling an estimated $34.7K and leaving 623,967 shares worth $45.3M. The position accounts for 6.93% of the portfolio, ranked #1.

Institutional & Family Asset Management first reported a position in IEFA in Q2 2017 and has held it in 29 quarters since. The position peaked at $46.3M in Q1 2024. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Institutional & Family Asset Management held 623,967 shares of iShares Core MSCI EAFE ETF worth $45.3M as of Q2 2024.
  • Institutional & Family Asset Management sold 471 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $34.7K.
  • iShares Core MSCI EAFE ETF made up 6.93% of Institutional & Family Asset Management's portfolio in Q2 2024, its #1 holding.
  • Institutional & Family Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 29 quarters since.
  • Institutional & Family Asset Management's iShares Core MSCI EAFE ETF position peaked at $46.3M in Q1 2024.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.