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

Level 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
Q1 		– Sell
-652
Closed -$45.9K – 155
2023
Q4 		$45.9K Hold
652
– – 0.02% 121
2023
Q3 		$42K Hold
652
– – 0.02% 115
2023
Q2 		$44K Hold
652
– – 0.02% 115
2023
Q1 		$43.6K Hold
652
– – 0.03% 102
2022
Q4 		$40K Hold
652
– – 0.03% 105
2022
Q3 		$34K Hold
652
– – 0.03% 114
2022
Q2 		$38K Hold
652
– – 0.03% 121
2022
Q1 		$45K Sell
652
-1,275
-66% -$90.2K 0.03% 95
2021
Q4 		$144K Buy
+1,927
New +$145K 0.11% 53

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

Level Financial Advisors's IEFA Position: Q1 2024 in Review

Level Financial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 652 shares — an estimated $45.9K sold.

Level Financial Advisors first reported a position in IEFA in Q4 2021 and held it in 9 quarters. The position peaked at $144K in Q4 2021. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Level Financial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 652 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $45.9K.
  • Level Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $144K in Q4 2021.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.