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

McDonald 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
2022
Q3 		– Sell
-80,951
Closed -$4.76M – 246
2022
Q2 		$4.76M Buy
80,951
+253
+0.3% +$16.2K 1.22% 16
2022
Q1 		$5.61M Buy
80,698
+79,902
+10,038% +$5.65M 1.22% 12
2021
Q4 		$59.5K Sell
796
-73,849
-99% -$5.55M 0.06% 106
2021
Q3 		$5.54M Buy
74,645
+2,727
+4% +$207K 1.3% 13
2021
Q2 		$5.38M Buy
71,918
+3,492
+5% +$264K 1.27% 13
2021
Q1 		$4.93M Sell
68,426
-51
-0.1% -$3.65K 1.27% 13
2020
Q4 		$4.73M Buy
+68,477
New +$4.43M 1.33% 12

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

McDonald Partners's IEFA Position: Q3 2022 in Review

McDonald Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 80,951 shares — an estimated $4.76M sold.

McDonald Partners first reported a position in IEFA in Q4 2020 and held it in 7 quarters. The position peaked at $5.61M in Q1 2022. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • McDonald Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • McDonald Partners sold 80,951 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $4.76M.
  • McDonald Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 7 quarters.
  • McDonald Partners's iShares Core MSCI EAFE ETF position peaked at $5.61M in Q1 2022.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on McDonald Partners's 13F filing for Q3 2022, filed 21 Oct 2022.