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J.W. Coons Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

J.W. Coons 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
2022
Q4 		– Sell
-13,750
Closed -$724K – 229
2022
Q3 		$724K Hold
13,750
– – 0.27% 102
2022
Q2 		$809K Hold
13,750
– – 0.29% 88
2022
Q1 		$956K Sell
13,750
-119
-0.9% -$8.42K 0.28% 87
2021
Q4 		$1.03M Buy
+13,869
New +$1.04M 0.31% 81

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

J.W. Coons Advisors's IEFA Position: Q4 2022 in Review

J.W. Coons Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 13,750 shares — an estimated $724K sold.

J.W. Coons Advisors first reported a position in IEFA in Q4 2021 and held it in 4 quarters. The position peaked at $1.03M in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • J.W. Coons Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • J.W. Coons Advisors sold 13,750 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $724K.
  • J.W. Coons Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
  • J.W. Coons Advisors's iShares Core MSCI EAFE ETF position peaked at $1.03M in Q4 2021.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on J.W. Coons Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.