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Kelly Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kelly Financial Services’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
2024
Q3 		– Sell
-466
Closed -$33.8K – 392
2024
Q2 		$33.8K Sell
466
-72
-13% -$5.3K 0.01% 272
2024
Q1 		$39.9K Sell
538
-34
-6% -$2.42K 0.02% 250
2023
Q4 		$40.2K Sell
572
-110
-16% -$7.25K 0.02% 227
2023
Q3 		$43.9K Sell
682
-26
-4% -$1.74K 0.02% 199
2023
Q2 		$47.8K Sell
708
-12
-2% -$814 0.02% 195
2023
Q1 		$48.2K Sell
720
-11,484
-94% -$753K 0.02% 185
2022
Q4 		$752K Buy
12,204
+275
+2% +$16.2K 0.4% 37
2022
Q3 		$628K Sell
11,929
-145
-1% -$8.53K 0.37% 33
2022
Q2 		$711K Buy
12,074
+528
+5% +$33.9K 0.37% 37
2022
Q1 		$803K Buy
11,546
+10,930
+1,774% +$773K 0.36% 32
2021
Q4 		$46K Buy
616
+115
+23% +$8.64K 0.02% 186
2021
Q3 		$37.2K Sell
501
-32,238
-98% -$2.45M 0.02% 196
2021
Q2 		$437K Buy
32,739
+32,405
+9,702% +$2.45M 0.02% 200
2021
Q1 		$24.1K Sell
334
-1,189
-78% -$85K 0.02% 199
2020
Q4 		$105K Buy
1,523
+690
+83% +$44.6K 0.07% 68
2020
Q3 		$50.2K Buy
+833
New +$50.2K 0.04% 98

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kelly Financial Services's IEFA Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 466 shares — an estimated $33.8K sold.

Kelly Financial Services first reported a position in IEFA in Q3 2020 and held it in 16 quarters. The position peaked at $803K in Q1 2022. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 466 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $33.8K.
  • Kelly Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and held it in 16 quarters.
  • Kelly Financial Services's iShares Core MSCI EAFE ETF position peaked at $803K in Q1 2022.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.