IVC Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

IVC Wealth Advisors’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 Q4	–	Sell	-3,244	Closed	-$209K	–	167
2023 Q3	$209K	Hold	3,244	–	–	0.14%	135
2023 Q2	$219K	Sell	3,244 -157	-5%	-$10.6K	0.14%	134
2023 Q1	$227K	Sell	3,401 -384	-10%	-$25.2K	0.16%	126
2022 Q4	$233K	Sell	3,785 -5	-0.1%	-$294	0.17%	130
2022 Q3	$200K	Hold	3,790	–	–	0.16%	138
2022 Q2	$223K	Sell	3,790 -838	-18%	-$53.8K	0.17%	129
2022 Q1	$322K	Sell	4,628 -5,632	-55%	-$398K	0.21%	108
2021 Q4	$766K	Sell	10,260 -569	-5%	-$42.8K	0.49%	52
2021 Q3	$804K	Buy	10,829 +413	+4%	+$31.4K	0.55%	52
2021 Q2	$780K	Buy	10,416 +1,149	+12%	+$86.7K	0.55%	53
2021 Q1	$668K	Buy	+9,267	New	+$662K	0.53%	53

Other funds holding IEFA

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

IVC Wealth Advisors's IEFA Position: Q4 2023 in Review

IVC Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 3,244 shares — an estimated $209K sold.

IVC Wealth Advisors first reported a position in IEFA in Q1 2021 and held it in 11 quarters. The position peaked at $804K in Q3 2021. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

IVC Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
IVC Wealth Advisors sold 3,244 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $209K.
IVC Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and held it in 11 quarters.
IVC Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $804K in Q3 2021.
1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on IVC Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.