Nauset Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Nauset Wealth 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
2022 Q1	$562K	Buy	+8,087	New	+$572K	0.45%	36

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Nauset Wealth Management's IEFA Position: Q1 2022 in Review

Nauset Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2022: 8,087 shares worth $562K. The stake represents 0.45% of the portfolio and ranks #36 among its holdings.

1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

Nauset Wealth Management held 8,087 shares of iShares Core MSCI EAFE ETF worth $562K as of Q1 2022.
iShares Core MSCI EAFE ETF was a new Nauset Wealth Management position in Q1 2022.
iShares Core MSCI EAFE ETF made up 0.45% of Nauset Wealth Management's portfolio in Q1 2022, its #36 holding.
1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Nauset Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.