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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Lowell Blake & Associates's IEFA Position: Q3 2023 in Review

Lowell Blake & Associates held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2023 at 3,126 shares worth $201K. The position accounts for 0.06% of the portfolio, ranked #61.

Lowell Blake & Associates first reported a position in IEFA in Q2 2021 and has held it in 7 quarters since. The position peaked at $233K in Q4 2021. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Lowell Blake & Associates held 3,126 shares of iShares Core MSCI EAFE ETF worth $201K as of Q3 2023.
Lowell Blake & Associates left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2023.
iShares Core MSCI EAFE ETF made up 0.06% of Lowell Blake & Associates's portfolio in Q3 2023, its #61 holding.
Lowell Blake & Associates first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 7 quarters since.
Lowell Blake & Associates's iShares Core MSCI EAFE ETF position peaked at $233K in Q4 2021.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Lowell Blake & Associates's 13F filing for Q3 2023, filed 13 Nov 2023.