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Laurel Wealth Advisors (California)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$397K Buy
6,435
+1,118
+21% +$65.8K 0.04% 420
2022
Q3 		$281K Hold
5,317
– – 0.03% 500
2022
Q2 		$313K Sell
5,317
-3,260
-38% -$209K 0.03% 480
2022
Q1 		$596K Buy
8,577
+247
+3% +$17.5K 0.05% 365
2021
Q4 		$622K Buy
+8,330
New +$626K 0.05% 381
2020
Q1 		– Sell
-3,780
Closed -$247K – 400
2019
Q4 		$247K Buy
+3,780
New +$240K 0.04% 396

Other funds holding IEFA

Bank of America
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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Laurel Wealth Advisors (California)'s IEFA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 21% in Q4 2022, buying an estimated $65.8K and bringing the position to 6,435 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #420.

Laurel Wealth Advisors (California) first reported a position in IEFA in Q4 2019 and has held it in 6 quarters since. The position peaked at $622K in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Laurel Wealth Advisors (California) held 6,435 shares of iShares Core MSCI EAFE ETF worth $397K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 1,118 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $65.8K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #420 holding.
  • Laurel Wealth Advisors (California) first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 6 quarters since.
  • Laurel Wealth Advisors (California)'s iShares Core MSCI EAFE ETF position peaked at $622K in Q4 2021.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.