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Leo Brokerage’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Leo Brokerage’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
Q2 		$368K Sell
5,449
-370
-6% -$25.1K 0.04% 215
2023
Q1 		$389K Buy
+5,819
New +$381K 0.06% 204
2021
Q3 		– Sell
-6,121
Closed -$458K – 190
2021
Q2 		$458K Buy
+6,121
New +$462K 0.09% 114

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Leo Brokerage's IEFA Position: Q2 2023 in Review

Leo Brokerage reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.4% in Q2 2023, selling an estimated $25.1K and leaving 5,449 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #215.

Leo Brokerage first reported a position in IEFA in Q2 2021 and has held it in 3 quarters since. The position peaked at $458K in Q2 2021. 1,581 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • Leo Brokerage held 5,449 shares of iShares Core MSCI EAFE ETF worth $368K as of Q2 2023.
  • Leo Brokerage sold 370 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $25.1K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Leo Brokerage's portfolio in Q2 2023, its #215 holding.
  • Leo Brokerage first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 3 quarters since.
  • Leo Brokerage's iShares Core MSCI EAFE ETF position peaked at $458K in Q2 2021.
  • 1,581 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.