Mine & Arao Wealth Creation & Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mine & Arao Wealth Creation & 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
2024 Q2	–	Sell	-160	Closed	-$11.9K	–	208
2024 Q1	$11.9K	Hold	160	–	–	0.01%	205
2023 Q4	$11.3K	Hold	160	–	–	0.01%	205
2023 Q3	$10.3K	Hold	160	–	–	0.01%	209
2023 Q2	$10.8K	Hold	160	–	–	0.01%	215
2023 Q1	$10.7K	Buy	+160	New	+$10.5K	0.01%	217
2022 Q4	–	Sell	-41	Closed	-$2K	–	333
2022 Q3	$2K	Sell	41 -4,058	-99%	-$239K	﹤0.01%	310
2022 Q2	$241K	Buy	4,099 +92	+2%	+$5.9K	0.17%	63
2022 Q1	$279K	Hold	4,007	–	–	0.16%	61
2021 Q4	$299K	Hold	4,007	–	–	0.16%	59
2021 Q3	$298K	Hold	4,007	–	–	0.18%	57
2021 Q2	$300K	Buy	4,007 +70	+2%	+$5.29K	0.18%	56
2021 Q1	$284K	Buy	3,937 +3,738	+1,878%	+$267K	0.19%	57
2020 Q4	$14K	Buy	+199	New	+$12.9K	0.01%	194

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's IEFA Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 160 shares — an estimated $11.9K sold.

Mine & Arao Wealth Creation & Management first reported a position in IEFA in Q4 2020 and held it in 13 quarters. The position peaked at $300K in Q2 2021. 1,810 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

Mine & Arao Wealth Creation & Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
Mine & Arao Wealth Creation & Management sold 160 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $11.9K.
Mine & Arao Wealth Creation & Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
Mine & Arao Wealth Creation & Management's iShares Core MSCI EAFE ETF position peaked at $300K in Q2 2021.
1,810 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.