Maryland Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Maryland Capital 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
2022 Q2	–	Sell	-4,307	Closed	-$299K	–	232
2022 Q1	$299K	Hold	4,307	–	–	0.02%	205
2021 Q4	$321K	Buy	4,307 +98	+2%	+$7.37K	0.02%	214
2021 Q3	$313K	Sell	4,209 -1,029	-20%	-$78.3K	0.02%	202
2021 Q2	$392K	Buy	+5,238	New	+$395K	0.02%	185

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

RJA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Maryland Capital Management's IEFA Position: Q2 2022 in Review

Maryland Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 4,307 shares — an estimated $299K sold.

Maryland Capital Management first reported a position in IEFA in Q2 2021 and held it in 4 quarters. The position peaked at $392K in Q2 2021. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

Maryland Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Maryland Capital Management sold 4,307 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $299K.
Maryland Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 4 quarters.
Maryland Capital Management's iShares Core MSCI EAFE ETF position peaked at $392K in Q2 2021.
1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Maryland Capital Management's 13F filing for Q2 2022, filed 11 Aug 2022.