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Oliver Lagore Vanvalin Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		$2.6K Hold
37
– – ﹤0.01% 568
2024
Q3 		$2.89K Hold
37
– – ﹤0.01% 551
2024
Q2 		$2.69K Hold
37
– – ﹤0.01% 574
2024
Q1 		$2.75K Sell
37
-18
-33% -$1.28K ﹤0.01% 594
2023
Q4 		$3.87K Sell
55
-71
-56% -$4.68K ﹤0.01% 557
2023
Q3 		$8.11K Sell
126
-312
-71% -$20.9K ﹤0.01% 474
2023
Q2 		$29.6K Buy
438
+201
+85% +$13.6K 0.01% 317
2023
Q1 		$15.8K Buy
+237
New +$15.5K 0.01% 318
2022
Q3 		– Sell
-55
Closed -$3K – 676
2022
Q2 		$3K Buy
+55
New +$3.53K ﹤0.01% 467

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's IEFA Position: Q4 2024 in Review

Oliver Lagore Vanvalin Investment Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2024 at 37 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

Oliver Lagore Vanvalin Investment Group first reported a position in IEFA in Q2 2022 and has held it in 9 quarters since. The position peaked at $29.6K in Q2 2023. 2,001 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Oliver Lagore Vanvalin Investment Group held 37 shares of iShares Core MSCI EAFE ETF worth $2.6K as of Q4 2024.
  • Oliver Lagore Vanvalin Investment Group left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Oliver Lagore Vanvalin Investment Group's portfolio in Q4 2024, its #568 holding.
  • Oliver Lagore Vanvalin Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 9 quarters since.
  • Oliver Lagore Vanvalin Investment Group's iShares Core MSCI EAFE ETF position peaked at $29.6K in Q2 2023.
  • 2,001 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2024, filed 1 Apr 2025.