JP Morgan Private Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

JP Morgan Private Wealth 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
2023 Q3	$135M	Sell	2,091,147 -3,526	-0.2%	-$236K	0.38%	62
2023 Q2	$141M	Sell	2,094,673 -498,869	-19%	-$33.8M	0.73%	33
2023 Q1	$173M	Buy	2,593,542 +120,199	+5%	+$7.88M	0.37%	67
2022 Q4	$152M	Buy	2,473,343 +633,440	+34%	+$37.3M	0.34%	71
2022 Q3	$96.9M	Sell	1,839,903 -29,541	-2%	-$1.74M	0.25%	97
2022 Q2	$110M	Buy	1,869,444 +59,474	+3%	+$3.82M	0.28%	87
2022 Q1	$126M	Buy	1,809,970 +236,610	+15%	+$16.7M	0.27%	88
2021 Q4	$117M	Buy	1,573,360 +26,457	+2%	+$1.99M	0.25%	94
2021 Q3	$115M	Buy	1,546,903 +150,252	+11%	+$11.4M	0.28%	84
2021 Q2	$105M	Buy	1,396,651 +419,826	+43%	+$31.7M	0.27%	89
2021 Q1	$70.4M	Sell	976,825 -65,399	-6%	-$4.67M	0.23%	109
2020 Q4	$72M	Buy	1,042,224 +101,819	+11%	+$6.58M	0.23%	106
2020 Q3	$56.7M	Buy	940,405 +247,968	+36%	+$15M	0.22%	111
2020 Q2	$39.6M	Sell	692,437 -21,517	-3%	-$1.17M	0.18%	125
2020 Q1	$35.6M	Sell	713,954 -97,120	-12%	-$5.78M	0.2%	114
2019 Q4	$52.9M	Buy	811,074 +149,092	+23%	+$9.46M	0.24%	108
2019 Q3	$40.4M	Sell	661,982 -36,424	-5%	-$2.2M	0.21%	115
2019 Q2	$42.9M	Sell	698,406 -228,449	-25%	-$14M	0.23%	107
2019 Q1	$56.3M	Sell	926,855 -110,026	-11%	-$6.49M	0.29%	84
2018 Q4	$57M	Buy	1,036,881 +473,474	+84%	+$27.8M	0.35%	75
2018 Q3	$36.1M	Buy	563,407 +538,110	+2,127%	+$34.3M	0.18%	132
2018 Q2	$1.6M	Buy	25,297 +14,823	+142%	+$981K	0.01%	646
2018 Q1	$690K	Buy	+10,474	New	+$704K	﹤0.01%	767
2017 Q2	–	Sell	-5,974	Closed	-$346K	–	1282
2017 Q1	$346K	Buy	+5,974	New	+$336K	﹤0.01%	1012
2015 Q4	–	Sell	-9,750	Closed	-$515K	–	1183
2015 Q3	$515K	Buy	+9,750	New	+$552K	0.01%	607

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 $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RJA

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

JP Morgan Private Wealth Advisors's IEFA Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.17% in Q3 2023, selling an estimated $236K and leaving 2,091,147 shares worth $135M. The position accounts for 0.38% of the portfolio, ranked #62.

JP Morgan Private Wealth Advisors first reported a position in IEFA in Q3 2015 and has held it in 25 quarters since. The position peaked at $173M in Q1 2023. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

JP Morgan Private Wealth Advisors held 2,091,147 shares of iShares Core MSCI EAFE ETF worth $135M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 3,526 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $236K.
iShares Core MSCI EAFE ETF made up 0.38% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #62 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and has held it in 25 quarters since.
JP Morgan Private Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $173M in Q1 2023.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.