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Monument Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Monument Capital 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
-44,987
Closed -$3.34M – 186
2024
Q1 		$3.34M Sell
44,987
-113,468
-72% -$8.08M 0.96% 31
2023
Q4 		$11.1M Buy
158,455
+92,661
+141% +$6.11M 3.59% 4
2023
Q3 		$4.23M Sell
65,794
-131,756
-67% -$8.82M 1.42% 14
2023
Q2 		$13.3M Sell
197,550
-111,417
-36% -$7.56M 4.25% 4
2023
Q1 		$20.7M Sell
308,967
-9,089
-3% -$596K 6.91% 2
2022
Q4 		$19.6M Buy
+318,056
New +$18.7M 6.7% 1
2021
Q4 		– Sell
-4,280
Closed -$318K – 150
2021
Q3 		$318K Sell
4,280
-361
-8% -$27.5K 0.11% 121
2021
Q2 		$347K Buy
4,641
+5
+0.1% +$377 0.12% 111
2021
Q1 		$334K Sell
4,636
-135
-3% -$9.65K 0.13% 92
2020
Q4 		$330K Sell
4,771
-59
-1% -$3.81K 0.15% 84
2020
Q3 		$291K Sell
4,830
-541
-10% -$32.6K 0.15% 83
2020
Q2 		$307K Sell
5,371
-151,103
-97% -$8.19M 0.18% 76
2020
Q1 		$7.81M Sell
156,474
-1,744
-1% -$104K 5.61% 2
2019
Q4 		$10.3M Buy
158,218
+2,004
+1% +$127K 5.27% 2
2019
Q3 		$9.54M Sell
156,214
-15,173
-9% -$916K 5.18% 2
2019
Q2 		$10.6M Buy
171,387
+264
+0.2% +$16.2K 5.71% 2
2019
Q1 		$10.4M Buy
171,123
+90
+0.1% +$5.31K 5.92% 2
2018
Q4 		$9.41M Buy
171,033
+4,159
+2% +$244K 5.87% 2
2018
Q3 		$10.7M Buy
166,874
+20,727
+14% +$1.32M 6.01% 2
2018
Q2 		$9.26M Buy
+146,147
New +$9.67M 6.42% 2

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Monument Capital Management's IEFA Position: Q2 2024 in Review

Monument Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 44,987 shares — an estimated $3.34M sold.

Monument Capital Management first reported a position in IEFA in Q2 2018 and held it in 20 quarters. The position peaked at $20.7M in Q1 2023. 1,810 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Monument Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Monument Capital Management sold 44,987 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $3.34M.
  • Monument Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and held it in 20 quarters.
  • Monument Capital Management's iShares Core MSCI EAFE ETF position peaked at $20.7M in Q1 2023.
  • 1,810 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Monument Capital Management's 13F filing for Q2 2024, filed 22 Jul 2024.