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

Momentum 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
2022
Q4 		$483K Buy
7,840
+1,692
+28% +$99.6K 0.49% 39
2022
Q3 		$324K Sell
6,148
-102
-2% -$6K 0.36% 53
2022
Q2 		$368K Buy
+6,250
New +$401K 0.41% 40

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Momentum Advisors's IEFA Position: Q4 2022 in Review

Momentum Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 28% in Q4 2022, buying an estimated $99.6K and bringing the position to 7,840 shares worth $483K. The position accounts for 0.49% of the portfolio, ranked #39.

Momentum Advisors first reported a position in IEFA in Q2 2022 and has held it in 3 quarters since. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Momentum Advisors held 7,840 shares of iShares Core MSCI EAFE ETF worth $483K as of Q4 2022.
  • Momentum Advisors bought 1,692 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $99.6K.
  • iShares Core MSCI EAFE ETF made up 0.49% of Momentum Advisors's portfolio in Q4 2022, its #39 holding.
  • Momentum Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 3 quarters since.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.