JWM
IEFA icon

Janiczek Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Janiczek Wealth Management’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 		$28.6K Sell
394
-26
-6% -$1.91K 0.01% 497
2024
Q1 		$31.2K Hold
420
– – 0.01% 483
2023
Q4 		$29.5K Hold
420
– – 0.01% 494
2023
Q3 		$27K Buy
420
+76
+22% +$5.09K 0.01% 476
2023
Q2 		$23.2K Hold
344
– – 0.01% 444
2023
Q1 		$23.5K Buy
344
+56
+19% +$3.67K 0.01% 426
2022
Q4 		$19K Buy
288
+29
+11% +$1.71K 0.01% 469
2022
Q3 		$14K Hold
259
– – ﹤0.01% 495
2022
Q2 		$16K Hold
259
– – ﹤0.01% 498
2022
Q1 		$18K Sell
259
-28
-10% -$1.98K 0.01% 474
2021
Q4 		$21K Buy
287
+116
+68% +$8.72K 0.01% 472
2021
Q3 		$13K Buy
171
+119
+229% +$9.05K ﹤0.01% 532
2021
Q2 		$4K Hold
52
– – ﹤0.01% 697
2021
Q1 		$4K Hold
52
– – ﹤0.01% 675
2020
Q4 		$4K Hold
52
– – ﹤0.01% 626
2020
Q3 		$3K Hold
52
– – ﹤0.01% 445
2020
Q2 		$3K Hold
52
– – ﹤0.01% 244
2020
Q1 		$3K Hold
52
– – ﹤0.01% 129
2019
Q4 		$3K Hold
52
– – ﹤0.01% 136
2019
Q3 		$3K Sell
52
-111
-68% -$6.7K ﹤0.01% 134
2019
Q2 		$10K Buy
+163
New +$9.99K ﹤0.01% 140

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janiczek Wealth Management's IEFA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q2 2024, selling an estimated $1.91K and leaving 394 shares worth $28.6K. The position accounts for 0.01% of the portfolio, ranked #497.

Janiczek Wealth Management first reported a position in IEFA in Q2 2019 and has held it in 21 quarters since. The position peaked at $31.2K in Q1 2024. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Janiczek Wealth Management held 394 shares of iShares Core MSCI EAFE ETF worth $28.6K as of Q2 2024.
  • Janiczek Wealth Management sold 26 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $1.91K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #497 holding.
  • Janiczek Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 21 quarters since.
  • Janiczek Wealth Management's iShares Core MSCI EAFE ETF position peaked at $31.2K in Q1 2024.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.