Johnson Midwest Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Johnson Midwest Financial’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	$10.6K	Hold	165	–	–	0.02%	200
2023 Q2	$11.1K	Hold	165	–	–	0.01%	199
2023 Q1	$11K	Hold	165	–	–	0.02%	196
2022 Q4	$10K	Hold	165	–	–	0.04%	197
2022 Q3	$9	Hold	165	–	–	0.03%	195
2022 Q2	$10K	Hold	165	–	–	0.01%	177
2022 Q1	$11K	Hold	165	–	–	0.02%	164
2021 Q4	$12K	Hold	165	–	–	0.01%	170
2021 Q3	$12K	Hold	165	–	–	0.01%	170
2021 Q2	$12K	Buy	+165	New	+$12.5K	0.01%	159

Other funds holding IEFA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

RJA

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

Johnson Midwest Financial's IEFA Position: Q3 2023 in Review

Johnson Midwest Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2023 at 165 shares worth $10.6K. The position accounts for 0.02% of the portfolio, ranked #200.

Johnson Midwest Financial first reported a position in IEFA in Q2 2021 and has held it in 10 quarters since. The position peaked at $12K in Q4 2021. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Johnson Midwest Financial held 165 shares of iShares Core MSCI EAFE ETF worth $10.6K as of Q3 2023.
Johnson Midwest Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2023.
iShares Core MSCI EAFE ETF made up 0.02% of Johnson Midwest Financial's portfolio in Q3 2023, its #200 holding.
Johnson Midwest Financial first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 10 quarters since.
Johnson Midwest Financial's iShares Core MSCI EAFE ETF position peaked at $12K in Q4 2021.
1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.