LWM
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Laidlaw Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Laidlaw Wealth Management’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
Q4 		– Sell
-3,902
Closed -$251K – 252
2023
Q3 		$251K Sell
3,902
-2,634
-40% -$176K 0.08% 222
2023
Q2 		$441K Sell
6,536
-503
-7% -$34.1K 0.09% 213
2023
Q1 		$471K Sell
7,039
-406
-5% -$26.6K 0.1% 207
2022
Q4 		$459K Sell
7,445
-333
-4% -$19.6K 0.1% 205
2022
Q3 		$410K Sell
7,778
-474
-6% -$27.9K 0.1% 192
2022
Q2 		$486K Buy
8,252
+21
+0.3% +$1.35K 0.1% 201
2022
Q1 		$572K Sell
8,231
-897
-10% -$63.5K 0.1% 202
2021
Q4 		$681K Sell
9,128
-865
-9% -$65K 0.11% 184
2021
Q3 		$742K Sell
9,993
-5,308
-35% -$404K 0.19% 114
2021
Q2 		$1.15M Sell
15,301
-1,471
-9% -$111K 0.3% 86
2021
Q1 		$1.21M Sell
16,772
-2,579
-13% -$184K 0.41% 67
2020
Q4 		$1.34M Sell
19,351
-579
-3% -$37.4K 0.28% 98
2020
Q3 		$1.2M Buy
19,930
+1,326
+7% +$80K 0.53% 60
2020
Q2 		$1.06M Sell
18,604
-1,066
-5% -$57.8K 0.56% 61
2020
Q1 		$981K Sell
19,670
-3,381
-15% -$201K 0.64% 56
2019
Q4 		$1.5M Buy
+23,051
New +$1.46M 0.95% 29

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Laidlaw Wealth Management's IEFA Position: Q4 2023 in Review

Laidlaw Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 3,902 shares — an estimated $251K sold.

Laidlaw Wealth Management first reported a position in IEFA in Q4 2019 and held it in 16 quarters. The position peaked at $1.5M in Q4 2019. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Laidlaw Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Laidlaw Wealth Management sold 3,902 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $251K.
  • Laidlaw Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 16 quarters.
  • Laidlaw Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.5M in Q4 2019.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Laidlaw Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.