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Intelligence Driven Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Intelligence Driven Advisers’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
-3,260
Closed -$242K – 111
2024
Q1 		$242K Buy
+3,260
New +$232K 0.04% 83
2023
Q2 		– Sell
-9,014
Closed -$603K – 99
2023
Q1 		$603K Sell
9,014
-3,172
-26% -$208K 0.11% 49
2022
Q4 		$779K Sell
12,186
-160,810
-93% -$9.46M 0.14% 46
2022
Q3 		$9.4M Sell
172,996
-5,001
-3% -$294K 1.89% 19
2022
Q2 		$10.3M Buy
177,997
+6,583
+4% +$422K 2.01% 17
2022
Q1 		$11.8M Buy
171,414
+6,018
+4% +$426K 2.15% 15
2021
Q4 		$11.7M Buy
165,396
+7,379
+5% +$555K 2.15% 17
2021
Q3 		$11.7M Buy
158,017
+6,191
+4% +$471K 2.63% 14
2021
Q2 		$11.4M Buy
151,826
+3,634
+2% +$274K 2.21% 16
2021
Q1 		$10.7M Buy
148,192
+351
+0.2% +$25.1K 2.4% 17
2020
Q4 		$10.2M Sell
147,841
-148,694
-50% -$9.62M 2.29% 17
2020
Q3 		$17.9M Buy
296,535
+182,345
+160% +$11M 4.19% 9
2020
Q2 		$6.53M Buy
114,190
+391
+0.3% +$21.2K 2.31% 11
2020
Q1 		$5.68M Buy
113,799
+94,982
+505% +$5.65M 2.63% 10
2019
Q4 		$1.23M Buy
18,817
+4,304
+30% +$273K 0.56% 37
2019
Q3 		$886K Buy
14,513
+3,671
+34% +$222K 0.42% 36
2019
Q2 		$666K Buy
+10,842
New +$664K 0.32% 49

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Intelligence Driven Advisers's IEFA Position: Q2 2024 in Review

Intelligence Driven Advisers sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 3,260 shares — an estimated $242K sold.

Intelligence Driven Advisers first reported a position in IEFA in Q2 2019 and held it in 17 quarters. The position peaked at $17.9M in Q3 2020. 1,812 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Intelligence Driven Advisers reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Intelligence Driven Advisers sold 3,260 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $242K.
  • Intelligence Driven Advisers first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 17 quarters.
  • Intelligence Driven Advisers's iShares Core MSCI EAFE ETF position peaked at $17.9M in Q3 2020.
  • 1,812 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Intelligence Driven Advisers's 13F filing for Q2 2024, filed 5 Aug 2024.