OWM
IEFA icon

OneAscent Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

OneAscent Wealth Management’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 		– Sell
-11,231
Closed -$877K – 171
2024
Q3 		$877K Buy
11,231
+491
+5% +$36.8K 0.33% 30
2024
Q2 		$780K Sell
10,740
-46,401
-81% -$3.41M 0.41% 17
2024
Q1 		$4.24M Buy
57,141
+5,195
+10% +$370K 1.63% 9
2023
Q4 		$3.65M Buy
+51,946
New +$3.42M 1.46% 9

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 $1.6B AUM 20.7% 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

OneAscent Wealth Management's IEFA Position: Q4 2024 in Review

OneAscent Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 11,231 shares — an estimated $877K sold.

OneAscent Wealth Management first reported a position in IEFA in Q4 2023 and held it in 4 quarters. The position peaked at $4.24M in Q1 2024. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • OneAscent Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 11,231 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $877K.
  • OneAscent Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 4 quarters.
  • OneAscent Wealth Management's iShares Core MSCI EAFE ETF position peaked at $4.24M in Q1 2024.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on OneAscent Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.