M. Kulyk & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

M. Kulyk & 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 Q2	–	Sell	-5,175	Closed	-$346K	–	109
2023 Q1	$346K	Hold	5,175	–	–	0.1%	79
2022 Q4	$319K	Sell	5,175 -22	-0.4%	-$1.29K	0.11%	78
2022 Q3	$274K	Buy	5,197 +22	+0.4%	+$1.29K	0.1%	83
2022 Q2	$305K	Hold	5,175	–	–	0.09%	80
2022 Q1	$360K	Hold	5,175	–	–	0.1%	78
2021 Q4	$386K	Hold	5,175	–	–	0.1%	66
2021 Q3	$384K	Hold	5,175	–	–	0.12%	56
2021 Q2	$387K	Hold	5,175	–	–	0.14%	53
2021 Q1	$373K	Hold	5,175	–	–	0.14%	58
2020 Q4	$358K	Buy	+5,175	New	+$335K	0.2%	45

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

M. Kulyk & Associates's IEFA Position: Q2 2023 in Review

M. Kulyk & Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 5,175 shares — an estimated $346K sold.

M. Kulyk & Associates first reported a position in IEFA in Q4 2020 and held it in 10 quarters. The position peaked at $387K in Q2 2021. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

M. Kulyk & Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
M. Kulyk & Associates sold 5,175 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $346K.
M. Kulyk & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 10 quarters.
M. Kulyk & Associates's iShares Core MSCI EAFE ETF position peaked at $387K in Q2 2021.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on M. Kulyk & Associates's 13F filing for Q2 2023, filed 8 Aug 2023.