LBA
IEFA icon

Lowell Blake & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lowell Blake & Associates’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
Q3 		$201K Hold
3,126
– – 0.06% 61
2023
Q2 		$211K Sell
3,126
-1
-0% -$68 0.06% 58
2023
Q1 		$209K Buy
+3,127
New +$205K 0.07% 57
2022
Q2 		– Sell
-3,127
Closed -$217K – 55
2022
Q1 		$217K Hold
3,127
– – 0.08% 55
2021
Q4 		$233K Buy
3,127
+44
+1% +$3.31K 0.09% 54
2021
Q3 		$229K Hold
3,083
– – 0.11% 53
2021
Q2 		$231K Buy
+3,083
New +$233K 0.11% 52

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return