Journey Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Journey Advisory Group’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 Q1	–	Sell	-4,449	Closed	-$274K	–	239
2022 Q4	$274K	Sell	4,449 -87	-2%	-$5.12K	0.07%	187
2022 Q3	$239K	Buy	4,536 +55	+1%	+$3.23K	0.06%	211
2022 Q2	$278K	Buy	4,481 +991	+28%	+$63.6K	0.06%	206
2022 Q1	$243K	Sell	3,490 -141	-4%	-$9.97K	0.06%	201
2021 Q4	$271K	Sell	3,631 -53	-1%	-$3.98K	0.07%	182
2021 Q3	$274K	Hold	3,684	–	–	0.09%	171
2021 Q2	$276K	Hold	3,684	–	–	0.09%	171
2021 Q1	$265K	Sell	3,684 -23	-0.6%	-$1.64K	0.09%	166
2020 Q4	$256K	Buy	+3,707	New	+$240K	0.1%	156

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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Journey Advisory Group's IEFA Position: Q1 2023 in Review

Journey Advisory Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 4,449 shares — an estimated $274K sold.

Journey Advisory Group first reported a position in IEFA in Q4 2020 and held it in 9 quarters. The position peaked at $278K in Q2 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

Journey Advisory Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Journey Advisory Group sold 4,449 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $274K.
Journey Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 9 quarters.
Journey Advisory Group's iShares Core MSCI EAFE ETF position peaked at $278K in Q2 2022.
1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Journey Advisory Group's 13F filing for Q1 2023, filed 4 May 2023.