Kore Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-7,625	Closed	-$449K	–	286
2022 Q2	$449K	Buy	7,625 +3,319	+77%	+$213K	0.07%	173
2022 Q1	$299K	Buy	+4,306	New	+$305K	0.04%	243
2020 Q3	–	Sell	-1,935	Closed	-$110K	–	640
2020 Q2	$110K	Buy	1,935 +1,487	+332%	+$80.6K	0.02%	321
2020 Q1	$22K	Hold	448	–	–	0.01%	571
2019 Q4	$29K	Buy	+448	New	+$28.4K	0.01%	569
2019 Q2	–	Sell	-472	Closed	-$29K	–	492
2019 Q1	$29K	Buy	472 +13	+3%	+$767	0.01%	458
2018 Q4	$25K	Buy	+459	New	+$26.9K	0.01%	463

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kore Private Wealth's IEFA Position: Q3 2022 in Review

Kore Private Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 7,625 shares — an estimated $449K sold.

Kore Private Wealth first reported a position in IEFA in Q4 2018 and held it in 7 quarters. The position peaked at $449K in Q2 2022. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Kore Private Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Kore Private Wealth sold 7,625 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $449K.
Kore Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 7 quarters.
Kore Private Wealth's iShares Core MSCI EAFE ETF position peaked at $449K in Q2 2022.
1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Kore Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.