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Pathway Financial Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Pathway Financial Advisers’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
2023
Q1 		– Sell
-267
Closed -$16.5K – 529
2022
Q4 		$16.5K Buy
+267
New +$15.7K 0.01% 351

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Pathway Financial Advisers's IEFA Position: Q1 2023 in Review

Pathway Financial Advisers sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 267 shares — an estimated $16.5K sold.

Pathway Financial Advisers first reported a position in IEFA in Q4 2022 and held it in 1 quarter. The position peaked at $16.5K in Q4 2022. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Pathway Financial Advisers reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Pathway Financial Advisers sold 267 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $16.5K.
  • Pathway Financial Advisers first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 1 quarter.
  • Pathway Financial Advisers's iShares Core MSCI EAFE ETF position peaked at $16.5K in Q4 2022.
  • 1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Pathway Financial Advisers's 13F filing for Q1 2023, filed 19 Jul 2024.