Kistler-Tiffany Companies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kistler-Tiffany Companies’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 Q2	$46.2K	Buy	684 +40	+6%	+$2.71K	0.01%	499
2023 Q1	$43.1K	Sell	644 -446	-41%	-$29.2K	0.01%	451
2022 Q4	$67.2K	Hold	1,090	–	–	0.01%	389
2022 Q3	$57K	Sell	1,090 -1,827	-63%	-$107K	0.01%	366
2022 Q2	$172K	Sell	2,917 -21	-0.7%	-$1.35K	0.04%	225
2022 Q1	$204K	Buy	2,938 +21	+0.7%	+$1.49K	0.04%	218
2021 Q4	$218K	Buy	2,917 +50	+2%	+$3.76K	0.04%	196
2021 Q3	$213K	Sell	2,867 -272	-9%	-$20.7K	0.05%	188
2021 Q2	$235K	Buy	3,139 +1,152	+58%	+$87K	0.05%	172
2021 Q1	$143K	Hold	1,987	–	–	0.04%	202
2020 Q4	$137K	Hold	1,987	–	–	0.04%	189
2020 Q3	$120K	Hold	1,987	–	–	0.04%	192
2020 Q2	$114K	Hold	1,987	–	–	0.04%	187
2020 Q1	$130K	Hold	1,987	–	–	0.05%	171
2019 Q4	$130K	Hold	1,987	–	–	0.05%	176
2019 Q3	$121K	Hold	1,987	–	–	0.05%	180
2019 Q2	$122K	Hold	1,987	–	–	0.05%	172
2019 Q1	$121K	Hold	1,987	–	–	0.05%	168
2018 Q4	$109K	Buy	+1,987	New	+$117K	0.05%	166
2018 Q1	–	Sell	-11,279	Closed	-$745K	–	566
2017 Q4	$745K	Buy	+11,279	New	+$735K	0.29%	61

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Kistler-Tiffany Companies's IEFA Position: Q2 2023 in Review

Kistler-Tiffany Companies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.2% in Q2 2023, buying an estimated $2.71K and bringing the position to 684 shares worth $46.2K. The position accounts for 0.01% of the portfolio, ranked #499.

Kistler-Tiffany Companies first reported a position in IEFA in Q4 2017 and has held it in 20 quarters since. The position peaked at $745K in Q4 2017. 1,581 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

Kistler-Tiffany Companies held 684 shares of iShares Core MSCI EAFE ETF worth $46.2K as of Q2 2023.
Kistler-Tiffany Companies bought 40 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $2.71K.
iShares Core MSCI EAFE ETF made up 0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #499 holding.
Kistler-Tiffany Companies first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 20 quarters since.
Kistler-Tiffany Companies's iShares Core MSCI EAFE ETF position peaked at $745K in Q4 2017.
1,581 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.