Lehman & Derafelo Financial Resources’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lehman & Derafelo Financial Resources’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	–	Sell	-409	Closed	-$22K	–	127
2022 Q3	$22K	Hold	409	–	–	0.01%	148
2022 Q2	$24K	Buy	+409	New	+$26.2K	0.01%	149
2021 Q4	–	Sell	-118	Closed	-$9K	–	129
2021 Q3	$9K	Hold	118	–	–	﹤0.01%	175
2021 Q2	$9K	Hold	118	–	–	﹤0.01%	200
2021 Q1	$9K	Hold	118	–	–	﹤0.01%	200
2020 Q4	$8K	Hold	118	–	–	﹤0.01%	200
2020 Q3	$7K	Hold	118	–	–	﹤0.01%	242
2020 Q2	$7K	Buy	+118	New	+$6.39K	﹤0.01%	225

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lehman & Derafelo Financial Resources's IEFA Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 409 shares — an estimated $22K sold.

Lehman & Derafelo Financial Resources first reported a position in IEFA in Q2 2020 and held it in 8 quarters. The position peaked at $24K in Q2 2022. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 409 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $22K.
Lehman & Derafelo Financial Resources first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 8 quarters.
Lehman & Derafelo Financial Resources's iShares Core MSCI EAFE ETF position peaked at $24K in Q2 2022.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.