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Milestone Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Milestone Investment Advisors’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
2024
Q1 		– Sell
-601
Closed -$42.3K – 129
2023
Q4 		$42.3K Hold
601
– – 0.01% 96
2023
Q3 		$38.7K Buy
+601
New +$40.2K 0.01% 219

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Milestone Investment Advisors's IEFA Position: Q1 2024 in Review

Milestone Investment Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 601 shares — an estimated $42.3K sold.

Milestone Investment Advisors first reported a position in IEFA in Q3 2023 and held it in 2 quarters. The position peaked at $42.3K in Q4 2023. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Milestone Investment Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Milestone Investment Advisors sold 601 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $42.3K.
  • Milestone Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $42.3K in Q4 2023.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Milestone Investment Advisors's 13F filing for Q1 2024, filed 14 May 2024.