Lumature Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lumature Wealth Partners’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	$5.71M	Buy	84,590 +356	+0.4%	+$24.1K	3.39%	5
2023 Q1	$5.63M	Sell	84,234 -2,771	-3%	-$182K	3.16%	7
2022 Q4	$5.36M	Sell	87,005 -3,950	-4%	-$232K	3%	7
2022 Q3	$4.79M	Sell	90,955 -1,691	-2%	-$99.4K	2.57%	8
2022 Q2	$5.45M	Buy	92,646 +6,661	+8%	+$427K	2.43%	8
2022 Q1	$5.98M	Buy	85,985 +2,452	+3%	+$173K	2.4%	7
2021 Q4	$6.24M	Buy	83,533 +4,464	+6%	+$335K	2.42%	7
2021 Q3	$5.87M	Buy	79,069 +3,637	+5%	+$277K	2.4%	7
2021 Q2	$5.65M	Buy	75,432 +2,870	+4%	+$217K	2.34%	6
2021 Q1	$5.23M	Buy	72,562 +12,227	+20%	+$874K	2.75%	6
2020 Q4	$4.17M	Buy	+60,335	New	+$3.9M	3.95%	3

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lumature Wealth Partners's IEFA Position: Q2 2023 in Review

Lumature Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.42% in Q2 2023, buying an estimated $24.1K and bringing the position to 84,590 shares worth $5.71M. The position accounts for 3.39% of the portfolio, ranked #5.

Lumature Wealth Partners first reported a position in IEFA in Q4 2020 and has held it in 11 quarters since. The position peaked at $6.24M in Q4 2021. 1,581 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

Lumature Wealth Partners held 84,590 shares of iShares Core MSCI EAFE ETF worth $5.71M as of Q2 2023.
Lumature Wealth Partners bought 356 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $24.1K.
iShares Core MSCI EAFE ETF made up 3.39% of Lumature Wealth Partners's portfolio in Q2 2023, its #5 holding.
Lumature Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $6.24M in Q4 2021.
1,581 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.