NVWM LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NVWM LLC’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 Q1	–	Sell	-2,202	Closed	-$155K	–	618
2023 Q4	$155K	Buy	+2,202	New	+$145K	0.05%	191
2023 Q3	–	Sell	-212	Closed	-$14.3K	–	449
2023 Q2	$14.3K	Buy	+212	New	+$14.4K	﹤0.01%	321
2022 Q4	–	Sell	-91	Closed	-$5K	–	453
2022 Q3	$5K	Sell	91 -6,045	-99%	-$355K	﹤0.01%	363
2022 Q2	$361K	Buy	6,136 +4,236	+223%	+$272K	0.14%	164
2022 Q1	$132K	Buy	1,900 +728	+62%	+$51.5K	0.04%	210
2021 Q4	$88K	Buy	+1,172	New	+$88.1K	0.03%	226
2020 Q3	–	Sell	-138	Closed	-$8K	–	385
2020 Q2	$8K	Buy	+138	New	+$7.48K	﹤0.01%	260
2019 Q1	–	Sell	-503	Closed	-$28K	–	359
2018 Q4	$28K	Buy	+503	New	+$29.5K	0.02%	204

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

NVWM LLC's IEFA Position: Q1 2024 in Review

NVWM LLC sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 2,202 shares — an estimated $155K sold.

NVWM LLC first reported a position in IEFA in Q4 2018 and held it in 8 quarters. The position peaked at $361K in Q2 2022. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

NVWM LLC reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
NVWM LLC sold 2,202 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $155K.
NVWM LLC first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 8 quarters.
NVWM LLC's iShares Core MSCI EAFE ETF position peaked at $361K in Q2 2022.
1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on NVWM LLC's 13F filing for Q1 2024, filed 7 May 2024.