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Keystone Wealth Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Keystone Wealth 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
2022
Q2 		– Sell
-3,159
Closed -$220K – 176
2022
Q1 		$220K Sell
3,159
-219
-6% -$15.5K 0.09% 165
2021
Q4 		$252K Buy
+3,378
New +$254K 0.1% 153

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TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Keystone Wealth Services's IEFA Position: Q2 2022 in Review

Keystone Wealth Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 3,159 shares — an estimated $220K sold.

Keystone Wealth Services first reported a position in IEFA in Q4 2021 and held it in 2 quarters. The position peaked at $252K in Q4 2021. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Keystone Wealth Services reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Keystone Wealth Services sold 3,159 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $220K.
  • Keystone Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 2 quarters.
  • Keystone Wealth Services's iShares Core MSCI EAFE ETF position peaked at $252K in Q4 2021.
  • 1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Keystone Wealth Services's 13F filing for Q2 2022, filed 13 Jul 2022.