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KB Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

KB Financial Partners’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 		$3.37M Hold
52,315
– – 0.96% 10
2023
Q2 		$3.53M Hold
52,315
– – 0.97% 11
2023
Q1 		$3.5M Hold
52,315
– – 1.03% 10
2022
Q4 		$3.23M Buy
+52,315
New +$3.08M 1.1% 9

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
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
US Bancorp
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

KB Financial Partners's IEFA Position: Q3 2023 in Review

KB Financial Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2023 at 52,315 shares worth $3.37M. The position accounts for 0.96% of the portfolio, ranked #10.

KB Financial Partners first reported a position in IEFA in Q4 2022 and has held it in 4 quarters since. The position peaked at $3.53M in Q2 2023. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • KB Financial Partners held 52,315 shares of iShares Core MSCI EAFE ETF worth $3.37M as of Q3 2023.
  • KB Financial Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2023.
  • iShares Core MSCI EAFE ETF made up 0.96% of KB Financial Partners's portfolio in Q3 2023, its #10 holding.
  • KB Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 4 quarters since.
  • KB Financial Partners's iShares Core MSCI EAFE ETF position peaked at $3.53M in Q2 2023.
  • 1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on KB Financial Partners's 13F filing for Q3 2023, filed 15 Nov 2023.