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Kenfarb & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kenfarb & Co’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 		$4.95K Hold
77
– – ﹤0.01% 203
2023
Q2 		$5.2K Hold
77
– – ﹤0.01% 203
2023
Q1 		$5.15K Hold
77
– – ﹤0.01% 200
2022
Q4 		$4.74K Hold
77
– – ﹤0.01% 215
2022
Q3 		$4K Buy
+77
New +$4.53K ﹤0.01% 219

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

Kenfarb & Co's IEFA Position: Q3 2023 in Review

Kenfarb & Co held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2023 at 77 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Kenfarb & Co first reported a position in IEFA in Q3 2022 and has held it in 5 quarters since. The position peaked at $5.2K in Q2 2023. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • Kenfarb & Co held 77 shares of iShares Core MSCI EAFE ETF worth $4.95K as of Q3 2023.
  • Kenfarb & Co left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2023.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Kenfarb & Co's portfolio in Q3 2023, its #203 holding.
  • Kenfarb & Co first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 5 quarters since.
  • Kenfarb & Co's iShares Core MSCI EAFE ETF position peaked at $5.2K in Q2 2023.
  • 1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Kenfarb & Co's 13F filing for Q3 2023, filed 14 Nov 2023.