Kings Point Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$285K Sell
4,099
-1,554
-27% -$110K 0.02% 173
2021
Q4
$422K Buy
+5,653
New +$425K 0.03% 159
2021
Q2
Sell
-336
Closed -$24K 560
2021
Q1
$24K Buy
+336
New +$24K ﹤0.01% 431

Other funds holding IEFA

Kings Point Capital Management's IEFA Position: Q1 2022 in Review

Kings Point Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 27% in Q1 2022, selling an estimated $110K and leaving 4,099 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #173.

Kings Point Capital Management first reported a position in IEFA in Q1 2021 and has held it in 3 quarters since. The position peaked at $422K in Q4 2021. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Kings Point Capital Management held 4,099 shares of iShares Core MSCI EAFE ETF worth $285K as of Q1 2022.
  • Kings Point Capital Management sold 1,554 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $110K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #173 holding.
  • Kings Point Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 3 quarters since.
  • Kings Point Capital Management's iShares Core MSCI EAFE ETF position peaked at $422K in Q4 2021.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.