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New Potomac Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

New Potomac Partners’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
Q3 		$887K Hold
11,365
– – 0.46% 55
2024
Q2 		$826K Sell
11,365
-2,130
-16% -$157K 0.45% 56
2024
Q1 		$1M Sell
13,495
-235
-2% -$16.7K 0.56% 53
2023
Q4 		$966K Sell
13,730
-165
-1% -$10.9K 0.57% 53
2023
Q3 		$894K Sell
13,895
-30
-0.2% -$2.01K 0.62% 55
2023
Q2 		$940K Sell
13,925
-935
-6% -$63.4K 0.62% 54
2023
Q1 		$993K Sell
14,860
-272
-2% -$17.8K 0.69% 53
2022
Q4 		$933K Buy
+15,132
New +$891K 0.69% 52

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

New Potomac Partners's IEFA Position: Q3 2024 in Review

New Potomac Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2024 at 11,365 shares worth $887K. The position accounts for 0.46% of the portfolio, ranked #55.

New Potomac Partners first reported a position in IEFA in Q4 2022 and has held it in 8 quarters since. The position peaked at $1M in Q1 2024. 1,856 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • New Potomac Partners held 11,365 shares of iShares Core MSCI EAFE ETF worth $887K as of Q3 2024.
  • New Potomac Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2024.
  • iShares Core MSCI EAFE ETF made up 0.46% of New Potomac Partners's portfolio in Q3 2024, its #55 holding.
  • New Potomac Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 8 quarters since.
  • New Potomac Partners's iShares Core MSCI EAFE ETF position peaked at $1M in Q1 2024.
  • 1,856 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.