One Advisory Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

One Advisory Partners’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	-12,887	Closed	-$758K	–	49
2022 Q2	$758K	Sell	12,887 -616	-5%	-$39.5K	0.5%	30
2022 Q1	$939K	Buy	13,503 +950	+8%	+$67.2K	0.55%	22
2021 Q4	$937K	Buy	12,553 +2,982	+31%	+$224K	0.53%	23
2021 Q3	$711K	Buy	9,571 +776	+9%	+$59K	0.44%	23
2021 Q2	$658K	Buy	8,795 +53	+0.6%	+$4K	0.4%	21
2021 Q1	$630K	Sell	8,742 -34,375	-80%	-$2.46M	0.41%	22
2020 Q4	$2.98M	Sell	43,117 -37,000	-46%	-$2.39M	2.04%	15
2020 Q3	$4.83M	Buy	80,117 +2,268	+3%	+$137K	3.67%	10
2020 Q2	$4.45M	Buy	+77,849	New	+$4.22M	3.59%	11

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

One Advisory Partners's IEFA Position: Q3 2022 in Review

One Advisory Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 12,887 shares — an estimated $758K sold.

One Advisory Partners first reported a position in IEFA in Q2 2020 and held it in 9 quarters. The position peaked at $4.83M in Q3 2020. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

One Advisory Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
One Advisory Partners sold 12,887 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $758K.
One Advisory Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and held it in 9 quarters.
One Advisory Partners's iShares Core MSCI EAFE ETF position peaked at $4.83M in Q3 2020.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on One Advisory Partners's 13F filing for Q3 2022, filed 17 Oct 2022.