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

McElhenny Sheffield 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
2023
Q1 		– Sell
-249
Closed -$15.3K – 327
2022
Q4 		$15.3K Buy
+249
New +$14.7K 0.01% 288

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RJA
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McElhenny Sheffield Capital Management's IEFA Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 249 shares — an estimated $15.3K sold.

McElhenny Sheffield Capital Management first reported a position in IEFA in Q4 2022 and held it in 1 quarter. The position peaked at $15.3K in Q4 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 249 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $15.3K.
  • McElhenny Sheffield Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's iShares Core MSCI EAFE ETF position peaked at $15.3K in Q4 2022.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.