KIG
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Kowal Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kowal Investment 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
Q3 		$6.53M Buy
83,697
+16,029
+24% +$1.2M 1.2% 15
2024
Q2 		$4.92M Buy
67,668
+13,747
+25% +$1.01M 0.98% 16
2024
Q1 		$4M Buy
53,921
+6,846
+15% +$487K 0.86% 14
2023
Q4 		$3.31M Buy
47,075
+5,081
+12% +$335K 0.77% 18
2023
Q3 		$2.7M Buy
41,994
+607
+1% +$40.6K 0.73% 18
2023
Q2 		$2.79M Buy
41,387
+20,882
+102% +$1.42M 0.75% 18
2023
Q1 		$1.37M Buy
20,505
+5,244
+34% +$344K 0.39% 34
2022
Q4 		$941K Buy
15,261
+40
+0.3% +$2.35K 0.28% 48
2022
Q3 		$802K Buy
15,221
+3,387
+29% +$199K 0.27% 47
2022
Q2 		$696K Buy
11,834
+132
+1% +$8.47K 0.23% 50
2022
Q1 		$813K Buy
11,702
+3,785
+48% +$268K 0.25% 43
2021
Q4 		$591K Buy
7,917
+1,098
+16% +$82.5K 0.18% 46
2021
Q3 		$506K Sell
6,819
-596
-8% -$45.3K 0.16% 46
2021
Q2 		$555K Sell
7,415
-333
-4% -$25.1K 0.2% 44
2021
Q1 		$558K Buy
7,748
+2,245
+41% +$160K 0.23% 42
2020
Q4 		$391K Buy
+5,503
New +$356K 0.18% 53

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kowal Investment Group's IEFA Position: Q3 2024 in Review

Kowal Investment Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 24% in Q3 2024, buying an estimated $1.2M and bringing the position to 83,697 shares worth $6.53M. The position accounts for 1.2% of the portfolio, ranked #15.

Kowal Investment Group first reported a position in IEFA in Q4 2020 and has held it in 16 quarters since. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Kowal Investment Group held 83,697 shares of iShares Core MSCI EAFE ETF worth $6.53M as of Q3 2024.
  • Kowal Investment Group bought 16,029 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $1.2M.
  • iShares Core MSCI EAFE ETF made up 1.2% of Kowal Investment Group's portfolio in Q3 2024, its #15 holding.
  • Kowal Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 16 quarters since.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.