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OLIO Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

OLIO Financial Planning’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
Q3 		– Sell
-4,254
Closed -$250K – 45
2022
Q2 		$250K Buy
4,254
+95
+2% +$6.09K 0.14% 40
2022
Q1 		$289K Buy
+4,159
New +$294K 0.17% 40

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

OLIO Financial Planning's IEFA Position: Q3 2022 in Review

OLIO Financial Planning sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 4,254 shares — an estimated $250K sold.

OLIO Financial Planning first reported a position in IEFA in Q1 2022 and held it in 2 quarters. The position peaked at $289K in Q1 2022. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • OLIO Financial Planning reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • OLIO Financial Planning sold 4,254 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $250K.
  • OLIO Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and held it in 2 quarters.
  • OLIO Financial Planning's iShares Core MSCI EAFE ETF position peaked at $289K in Q1 2022.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on OLIO Financial Planning's 13F filing for Q3 2022, filed 19 Oct 2022.