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Middleton & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Middleton & Co’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 		– Sell
-6,670
Closed -$450K – 150
2023
Q2 		$450K Buy
+6,670
New +$452K 0.06% 112

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
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

Middleton & Co's IEFA Position: Q3 2023 in Review

Middleton & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 6,670 shares — an estimated $450K sold.

Middleton & Co first reported a position in IEFA in Q2 2023 and held it in 1 quarter. The position peaked at $450K in Q2 2023. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • Middleton & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Middleton & Co sold 6,670 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $450K.
  • Middleton & Co first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
  • Middleton & Co's iShares Core MSCI EAFE ETF position peaked at $450K in Q2 2023.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Middleton & Co's 13F filing for Q3 2023, filed 26 Oct 2023.