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Kiely Wealth Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kiely Wealth Advisory Group’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
Q4 		$30.5K Hold
410
– – 0.02% 145
2024
Q3 		$29.7K Hold
410
– – 0.02% 144
2024
Q2 		$29.4K Buy
+410
New +$30.2K 0.02% 132

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kiely Wealth Advisory Group's IEFA Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2024 at 410 shares worth $30.5K. The position accounts for 0.02% of the portfolio, ranked #145.

Kiely Wealth Advisory Group first reported a position in IEFA in Q2 2024 and has held it in 3 quarters since. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Kiely Wealth Advisory Group held 410 shares of iShares Core MSCI EAFE ETF worth $30.5K as of Q4 2024.
  • Kiely Wealth Advisory Group left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares Core MSCI EAFE ETF made up 0.02% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #145 holding.
  • Kiely Wealth Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 3 quarters since.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.