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LeRoy C. Kopp’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LeRoy C. Kopp’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
Q1 		$104K Buy
+1,400
New +$99.7K 0.06% 14

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LeRoy C. Kopp's IEFA Position: Q1 2024 in Review

LeRoy C. Kopp opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2024: 1,400 shares worth $104K. The stake represents 0.06% of the portfolio and ranks #14 among its holdings.

1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • LeRoy C. Kopp held 1,400 shares of iShares Core MSCI EAFE ETF worth $104K as of Q1 2024.
  • iShares Core MSCI EAFE ETF was a new LeRoy C. Kopp position in Q1 2024.
  • iShares Core MSCI EAFE ETF made up 0.06% of LeRoy C. Kopp's portfolio in Q1 2024, its #14 holding.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on LeRoy C. Kopp's 13F filing for Q1 2024, filed 3 Jun 2024.