NEGWA
IEFA icon

New England Guild Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

New England Guild Wealth 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 		$7.31M Sell
118,594
-542
-0.5% -$31.9K 3.85% 8
2022
Q3 		$6.28M Buy
119,136
+12,722
+12% +$748K 3.79% 8
2022
Q2 		$6.26M Buy
106,414
+4,023
+4% +$258K 3.86% 6
2022
Q1 		$7.12M Buy
102,391
+28,722
+39% +$2.03M 3.77% 7
2021
Q4 		$5.5M Buy
73,669
+1,582
+2% +$119K 2.75% 13
2021
Q3 		$5.35M Buy
72,087
+2,583
+4% +$196K 2.84% 14
2021
Q2 		$5.2M Buy
69,504
+1,508
+2% +$114K 2.82% 10
2021
Q1 		$4.9M Buy
67,996
+172
+0.3% +$12.3K 2.75% 12
2020
Q4 		$4.69M Buy
67,824
+3,365
+5% +$218K 2.78% 11
2020
Q3 		$3.89M Sell
64,459
-3,262
-5% -$197K 2.71% 11
2020
Q2 		$3.87M Sell
67,721
-1,409
-2% -$76.4K 2.84% 9
2020
Q1 		$3.45M Sell
69,130
-79,918
-54% -$4.76M 3.1% 8
2019
Q4 		$9.72M Buy
149,048
+74
+0% +$4.69K 6.98% 3
2019
Q3 		$9.1M Sell
148,974
-12,622
-8% -$762K 6.53% 2
2019
Q2 		$9.92M Sell
161,596
-2,034
-1% -$125K 7.37% 2
2019
Q1 		$9.94M Buy
163,630
+18
+0% +$1.06K 7.52% 1
2018
Q4 		$9M Buy
163,612
+99,457
+155% +$5.83M 7.55% 1
2018
Q3 		$4.11M Buy
64,155
+317
+0.5% +$20.2K 3.71% 10
2018
Q2 		$4.04M Buy
63,838
+662
+1% +$43.8K 3.69% 11
2018
Q1 		$4.16M Hold
63,176
– – 3.94% 11
2017
Q4 		$4.17M Buy
+63,176
New +$4.12M 4% 11

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

New England Guild Wealth Advisors's IEFA Position: Q4 2022 in Review

New England Guild Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.45% in Q4 2022, selling an estimated $31.9K and leaving 118,594 shares worth $7.31M. The position accounts for 3.85% of the portfolio, ranked #8.

New England Guild Wealth Advisors first reported a position in IEFA in Q4 2017 and has held it in 21 quarters since. The position peaked at $9.94M in Q1 2019. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • New England Guild Wealth Advisors held 118,594 shares of iShares Core MSCI EAFE ETF worth $7.31M as of Q4 2022.
  • New England Guild Wealth Advisors sold 542 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $31.9K.
  • iShares Core MSCI EAFE ETF made up 3.85% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #8 holding.
  • New England Guild Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 21 quarters since.
  • New England Guild Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $9.94M in Q1 2019.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.