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Legend Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Legend Financial Advisors’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
Q4 		– Sell
-755
Closed -$58.9K – 270
2024
Q3 		$58.9K Buy
+755
New +$56.5K 0.04% 46
2023
Q3 		– Sell
-251
Closed -$16.9K – 202
2023
Q2 		$16.9K Hold
251
– – 0.01% 111
2023
Q1 		$16.8K Hold
251
– – 0.01% 112
2022
Q4 		$15.5K Hold
251
– – 0.01% 130
2022
Q3 		$13.2K Buy
+251
New +$14.8K 0.01% 126
2020
Q4 		– Sell
-3,381
Closed -$204K – 31
2020
Q3 		$204K Buy
+3,381
New +$204K 0.16% 29

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Legend Financial Advisors's IEFA Position: Q4 2024 in Review

Legend Financial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 755 shares — an estimated $58.9K sold.

Legend Financial Advisors first reported a position in IEFA in Q3 2020 and held it in 6 quarters. The position peaked at $204K in Q3 2020. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Legend Financial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 755 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $58.9K.
  • Legend Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and held it in 6 quarters.
  • Legend Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $204K in Q3 2020.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Legend Financial Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.