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James Investment Research’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

James Investment Research’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
Q2 		– Sell
-149
Closed -$10K – 393
2023
Q1 		$10K Hold
149
– – ﹤0.01% 480
2022
Q4 		$9K Hold
149
– – ﹤0.01% 482
2022
Q3 		$8K Hold
149
– – ﹤0.01% 467
2022
Q2 		$9K Sell
149
-149
-50% -$9.56K ﹤0.01% 450
2022
Q1 		$21K Hold
298
– – ﹤0.01% 413
2021
Q4 		$22K Hold
298
– – ﹤0.01% 431
2021
Q3 		$22K Buy
+298
New +$22.7K ﹤0.01% 423

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

James Investment Research's IEFA Position: Q2 2023 in Review

James Investment Research sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 149 shares — an estimated $10K sold.

James Investment Research first reported a position in IEFA in Q3 2021 and held it in 7 quarters. The position peaked at $22K in Q4 2021. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • James Investment Research reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • James Investment Research sold 149 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $10K.
  • James Investment Research first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and held it in 7 quarters.
  • James Investment Research's iShares Core MSCI EAFE ETF position peaked at $22K in Q4 2021.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.