Madison Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Madison Wealth Management’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	$879K	Sell	13,666 -20	-0.1%	-$1.34K	0.18%	98
2023 Q2	$924K	Sell	13,686 -91	-0.7%	-$6.17K	0.19%	96
2023 Q1	$921K	Sell	13,777 -359	-3%	-$23.5K	0.2%	93
2022 Q4	$871K	Buy	14,136 +7,332	+108%	+$432K	0.2%	93
2022 Q3	$358K	Sell	6,804 -7,201	-51%	-$423K	0.09%	123
2022 Q2	$824K	Sell	14,005 -1,005	-7%	-$64.5K	0.2%	96
2022 Q1	$1.04M	Buy	15,010 +8,962	+148%	+$634K	0.22%	91
2021 Q4	$451K	Buy	+6,048	New	+$455K	0.09%	112

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 Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

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

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

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

Madison Wealth Management's IEFA Position: Q3 2023 in Review

Madison Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.15% in Q3 2023, selling an estimated $1.34K and leaving 13,666 shares worth $879K. The position accounts for 0.18% of the portfolio, ranked #98.

Madison Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.04M in Q1 2022. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

Madison Wealth Management held 13,666 shares of iShares Core MSCI EAFE ETF worth $879K as of Q3 2023.
Madison Wealth Management sold 20 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $1.34K.
iShares Core MSCI EAFE ETF made up 0.18% of Madison Wealth Management's portfolio in Q3 2023, its #98 holding.
Madison Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 8 quarters since.
Madison Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.04M in Q1 2022.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.