Ironwood Wealth Management (West Virginia)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ironwood Wealth Management (West Virginia)’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
2023 Q3	–	Sell	-8,365	Closed	-$549K	–	23
2023 Q2	$549K	Sell	8,365 -972	-10%	-$65.9K	0.32%	16
2023 Q1	$627K	Hold	9,337	–	–	0.37%	16
2022 Q4	$615K	Sell	9,337 -8,747	-48%	-$515K	0.36%	16
2022 Q3	$967K	Sell	18,084 -94,165	-84%	-$5.54M	0.7%	15
2022 Q2	$6.6M	Buy	112,249 +991	+0.9%	+$63.6K	4.53%	11
2022 Q1	$7.73M	Buy	111,258 +2,390	+2%	+$169K	5.58%	9
2021 Q4	$8.13M	Buy	108,868 +1,693	+2%	+$127K	5.69%	9
2021 Q3	$7.96M	Sell	107,175 -1,306	-1%	-$99.4K	5.9%	9
2021 Q2	$8.12M	Buy	108,481 +1,608	+2%	+$121K	5.83%	9
2021 Q1	$7.7M	Buy	106,873 +39,743	+59%	+$2.84M	6.09%	9
2020 Q4	$4.64M	Buy	+67,130	New	+$4.34M	4.18%	9

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s IEFA Position: Q3 2023 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 8,365 shares — an estimated $549K sold.

Ironwood Wealth Management (West Virginia) first reported a position in IEFA in Q4 2020 and held it in 11 quarters. The position peaked at $8.13M in Q4 2021. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Ironwood Wealth Management (West Virginia) reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 8,365 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $549K.
Ironwood Wealth Management (West Virginia) first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 11 quarters.
Ironwood Wealth Management (West Virginia)'s iShares Core MSCI EAFE ETF position peaked at $8.13M in Q4 2021.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2023, filed 18 Oct 2023.