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

Palladium 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 Q1	$3.85M	Sell	55,422 -1,100	-2%	-$77.8K	0.17%	106
2021 Q4	$4.22M	Hold	56,522	–	–	0.17%	101
2021 Q3	$4.2M	Sell	56,522 -83	-0.1%	-$6.31K	0.19%	96
2021 Q2	$4.24M	Buy	56,605 +83	+0.1%	+$6.27K	0.2%	92
2021 Q1	$4.07M	Hold	56,522	–	–	0.2%	93
2020 Q4	$3.9M	Sell	56,522 -308	-0.5%	-$19.9K	0.22%	89
2020 Q3	$3.43M	Buy	56,830 +130	+0.2%	+$7.84K	0.22%	91
2020 Q2	$3.24M	Buy	+56,700	New	+$3.07M	0.22%	89

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Palladium Partners's IEFA Position: Q1 2022 in Review

Palladium Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2022, selling an estimated $77.8K and leaving 55,422 shares worth $3.85M. The position accounts for 0.17% of the portfolio, ranked #106.

Palladium Partners first reported a position in IEFA in Q2 2020 and has held it in 8 quarters since. The position peaked at $4.24M in Q2 2021. 1,519 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

Palladium Partners held 55,422 shares of iShares Core MSCI EAFE ETF worth $3.85M as of Q1 2022.
Palladium Partners sold 1,100 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $77.8K.
iShares Core MSCI EAFE ETF made up 0.17% of Palladium Partners's portfolio in Q1 2022, its #106 holding.
Palladium Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 8 quarters since.
Palladium Partners's iShares Core MSCI EAFE ETF position peaked at $4.24M in Q2 2021.
1,519 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Palladium Partners's 13F filing for Q1 2022, filed 26 Apr 2022.