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Ogorek Anthony Joseph’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ogorek Anthony Joseph’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
Q2 		– Sell
-132
Closed -$9K – 275
2024
Q1 		$9K Hold
132
– – ﹤0.01% 213
2023
Q4 		$9K Buy
+132
New +$8.7K ﹤0.01% 218
2022
Q1 		– Sell
-170
Closed -$12K – 258
2021
Q4 		$12K Hold
170
– – 0.01% 169
2021
Q3 		$12K Hold
170
– – 0.01% 159
2021
Q2 		$12K Buy
+170
New +$12.8K 0.01% 151
2018
Q2 		– Sell
-64
Closed -$4K – 134
2018
Q1 		$4K Hold
64
– – ﹤0.01% 109
2017
Q4 		$4K Buy
+64
New +$4.17K ﹤0.01% 102

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Ogorek Anthony Joseph's IEFA Position: Q2 2024 in Review

Ogorek Anthony Joseph sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 132 shares — an estimated $9K sold.

Ogorek Anthony Joseph first reported a position in IEFA in Q4 2017 and held it in 7 quarters. The position peaked at $12K in Q4 2021. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Ogorek Anthony Joseph reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Ogorek Anthony Joseph sold 132 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $9K.
  • Ogorek Anthony Joseph first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 7 quarters.
  • Ogorek Anthony Joseph's iShares Core MSCI EAFE ETF position peaked at $12K in Q4 2021.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Ogorek Anthony Joseph's 13F filing for Q2 2024, filed 8 Aug 2024.