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Meristem Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Meristem Family Wealth’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
Q1 		– Sell
-6,103
Closed -$456K – 370
2021
Q4 		$456K Buy
+6,103
New +$459K 0.04% 238
2019
Q2 		– Sell
-4,064
Closed -$247K – 179
2019
Q1 		$247K Buy
+4,064
New +$240K 0.08% 119

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meristem Family Wealth's IEFA Position: Q1 2022 in Review

Meristem Family Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 6,103 shares — an estimated $456K sold.

Meristem Family Wealth first reported a position in IEFA in Q1 2019 and held it in 2 quarters. The position peaked at $456K in Q4 2021. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Meristem Family Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Meristem Family Wealth sold 6,103 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $456K.
  • Meristem Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and held it in 2 quarters.
  • Meristem Family Wealth's iShares Core MSCI EAFE ETF position peaked at $456K in Q4 2021.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Meristem Family Wealth's 13F filing for Q1 2022, filed 11 May 2022.