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

NewSquare Capital’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
2025
Q1 		– Sell
-179
Closed -$12.6K – 1198
2024
Q4 		$12.6K Buy
+179
New +$13.2K ﹤0.01% 250
2023
Q3 		– Sell
-21
Closed -$1.42K – 729
2023
Q2 		$1.42K Buy
+21
New +$1.42K ﹤0.01% 567
2022
Q4 		– Sell
-1,607
Closed -$85K – 852
2022
Q3 		$85K Hold
1,607
– – 0.01% 165
2022
Q2 		$95K Buy
1,607
+1,330
+480% +$85.3K 0.01% 168
2022
Q1 		$19K Buy
+277
New +$19.6K ﹤0.01% 237
2018
Q1 		– Sell
-31
Closed -$2K – 341
2017
Q4 		$2K Buy
+31
New +$2.02K ﹤0.01% 312

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TIAA Trust, National Association
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Raymond James Financial
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

NewSquare Capital's IEFA Position: Q1 2025 in Review

NewSquare Capital sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 179 shares — an estimated $12.6K sold.

NewSquare Capital first reported a position in IEFA in Q4 2017 and held it in 6 quarters. The position peaked at $95K in Q2 2022. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • NewSquare Capital reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • NewSquare Capital sold 179 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $12.6K.
  • NewSquare Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 6 quarters.
  • NewSquare Capital's iShares Core MSCI EAFE ETF position peaked at $95K in Q2 2022.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.