KM
IEFA icon

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

Kalos 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
2023
Q2 		– Sell
-43
Closed -$2.88K – 243
2023
Q1 		$2.88K Buy
+43
New +$2.82K 0.01% 313
2020
Q1 		– Sell
-3,424
Closed -$223K – 232
2019
Q4 		$223K Buy
+3,424
New +$217K 0.08% 179

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

Kalos Management's IEFA Position: Q2 2023 in Review

Kalos Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 43 shares — an estimated $2.88K sold.

Kalos Management first reported a position in IEFA in Q4 2019 and held it in 2 quarters. The position peaked at $223K in Q4 2019. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • Kalos Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Kalos Management sold 43 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $2.88K.
  • Kalos Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 2 quarters.
  • Kalos Management's iShares Core MSCI EAFE ETF position peaked at $223K in Q4 2019.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Kalos Management's 13F filing for Q2 2023, filed 9 Aug 2023.