Legacy Wealth Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Legacy Wealth Planning’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	-3,521	Closed	-$207K	–	91
2022 Q2	$207K	Hold	3,521	–	–	0.3%	87
2022 Q1	$245K	Hold	3,521	–	–	0.29%	78
2021 Q4	$263K	Sell	3,521 -591	-14%	-$44.4K	0.3%	69
2021 Q3	$305K	Buy	4,112 +34	+0.8%	+$2.59K	0.34%	60
2021 Q2	$305K	Hold	4,078	–	–	0.35%	62
2021 Q1	$294K	Sell	4,078 -209	-5%	-$14.9K	0.38%	62
2020 Q4	$296K	Sell	4,287 -237	-5%	-$15.3K	0.38%	57
2020 Q3	$273K	Sell	4,524 -377	-8%	-$22.7K	0.31%	58
2020 Q2	$280K	Sell	4,901 -1,657	-25%	-$89.8K	0.33%	49
2020 Q1	$327K	Sell	6,558 -1,341	-17%	-$79.8K	0.52%	40
2019 Q4	$515K	Buy	+7,899	New	+$501K	0.58%	36

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

Legacy Wealth Planning's IEFA Position: Q3 2022 in Review

Legacy Wealth Planning sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 3,521 shares — an estimated $207K sold.

Legacy Wealth Planning first reported a position in IEFA in Q4 2019 and held it in 11 quarters. The position peaked at $515K in Q4 2019. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Legacy Wealth Planning reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Legacy Wealth Planning sold 3,521 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $207K.
Legacy Wealth Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 11 quarters.
Legacy Wealth Planning's iShares Core MSCI EAFE ETF position peaked at $515K in Q4 2019.
1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.