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

Peninsula 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
2024
Q4 		$9.24M Sell
131,446
-1,998
-1% -$147K 1.57% 13
2024
Q3 		$10.1M Sell
133,444
-3,751
-3% -$281K 1.77% 12
2024
Q2 		$10.4M Sell
137,195
-18,615
-12% -$1.37M 1.94% 12
2024
Q1 		$11.6M Sell
155,810
-32,217
-17% -$2.29M 2.31% 10
2023
Q4 		$13.2M Buy
188,027
+483
+0.3% +$31.8K 2.73% 10
2023
Q3 		$11.6M Sell
187,544
-145
-0.1% -$9.71K 2.72% 9
2023
Q2 		$12.7M Buy
187,689
+1,293
+0.7% +$87.7K 3.31% 7
2023
Q1 		$12.5M Sell
186,396
-1,618
-0.9% -$106K 3.6% 7
2022
Q4 		$11.6M Buy
188,014
+277
+0.1% +$16.3K 3.65% 7
2022
Q3 		$9.89M Sell
187,737
-8,757
-4% -$515K 3.49% 7
2022
Q2 		$11.6M Buy
196,494
+7,690
+4% +$493K 3.91% 7
2022
Q1 		$13.1M Buy
188,804
+169
+0.1% +$12K 3.74% 7
2021
Q4 		$14.1M Buy
188,635
+14,150
+8% +$1.06M 3.79% 7
2021
Q3 		$13M Buy
174,485
+1,014
+0.6% +$77.1K 4.11% 7
2021
Q2 		$13M Sell
173,471
-21,750
-11% -$1.64M 4.25% 7
2021
Q1 		$14.1M Buy
195,221
+1,117
+0.6% +$79.8K 5.04% 6
2020
Q4 		$13.4M Buy
194,104
+22,112
+13% +$1.43M 5.03% 7
2020
Q3 		$10.4M Sell
171,992
-710
-0.4% -$42.8K 4.44% 6
2020
Q2 		$9.87M Buy
172,702
+107,102
+163% +$5.8M 4.6% 6
2020
Q1 		$3.27M Buy
+65,600
New +$3.9M 1.83% 10

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

Peninsula Wealth's IEFA Position: Q4 2024 in Review

Peninsula Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q4 2024, selling an estimated $147K and leaving 131,446 shares worth $9.24M. The position accounts for 1.57% of the portfolio, ranked #13.

Peninsula Wealth first reported a position in IEFA in Q1 2020 and has held it in 20 quarters since. The position peaked at $14.1M in Q4 2021. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Peninsula Wealth held 131,446 shares of iShares Core MSCI EAFE ETF worth $9.24M as of Q4 2024.
  • Peninsula Wealth sold 1,998 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $147K.
  • iShares Core MSCI EAFE ETF made up 1.57% of Peninsula Wealth's portfolio in Q4 2024, its #13 holding.
  • Peninsula Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 20 quarters since.
  • Peninsula Wealth's iShares Core MSCI EAFE ETF position peaked at $14.1M in Q4 2021.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

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