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Oxler Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Oxler Private Wealth’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
Q4 		– Sell
-263
Closed -$20.2K – 208
2022
Q3 		$20.2K Buy
263
+77
+41% +$4.53K 0.01% 292
2022
Q2 		$11K Buy
+186
New +$11.9K 0.01% 207
2021
Q1 		– Sell
-179
Closed -$12K – 165
2020
Q4 		$12K Buy
+179
New +$11.6K 0.01% 195

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Oxler Private Wealth's IEFA Position: Q4 2022 in Review

Oxler Private Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 263 shares — an estimated $20.2K sold.

Oxler Private Wealth first reported a position in IEFA in Q4 2020 and held it in 3 quarters. The position peaked at $20.2K in Q3 2022. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Oxler Private Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Oxler Private Wealth sold 263 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $20.2K.
  • Oxler Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 3 quarters.
  • Oxler Private Wealth's iShares Core MSCI EAFE ETF position peaked at $20.2K in Q3 2022.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Oxler Private Wealth's 13F filing for Q4 2022, filed 13 Feb 2023.