Personal CFO Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Personal CFO Solutions’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	-3,682	Closed	-$287K	–	532
2024 Q3	$287K	Buy	+3,682	New	+$276K	0.04%	435
2023 Q2	–	Sell	-3,084	Closed	-$206K	–	488
2023 Q1	$206K	Buy	+3,084	New	+$202K	0.04%	440
2022 Q3	–	Sell	-7,657	Closed	-$451K	–	443
2022 Q2	$451K	Buy	7,657 +1,302	+20%	+$83.5K	0.11%	173
2022 Q1	$442K	Buy	6,355 +985	+18%	+$69.7K	0.09%	219
2021 Q4	$401K	Buy	5,370 +764	+17%	+$57.4K	0.08%	244
2021 Q3	$342K	Buy	4,606 +250	+6%	+$19K	0.07%	259
2021 Q2	$326K	Buy	4,356 +684	+19%	+$51.6K	0.07%	266
2021 Q1	$265K	Buy	3,672 +338	+10%	+$24.2K	0.06%	302
2020 Q4	$230K	Hold	3,334	–	–	0.06%	319
2020 Q3	$0	Buy	+3,334	New	+$201K	﹤0.01%	228
2020 Q2	–	Sell	-6,776	Closed	-$338K	–	336
2020 Q1	$338K	Buy	6,776 +1,794	+36%	+$107K	0.12%	156
2019 Q4	$325K	Hold	4,982	–	–	0.09%	190
2019 Q3	$304K	Buy	+4,982	New	+$301K	0.12%	196

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Personal CFO Solutions's IEFA Position: Q4 2024 in Review

Personal CFO Solutions sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 3,682 shares — an estimated $287K sold.

Personal CFO Solutions first reported a position in IEFA in Q3 2019 and held it in 13 quarters. The position peaked at $451K in Q2 2022. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Personal CFO Solutions reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
Personal CFO Solutions sold 3,682 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $287K.
Personal CFO Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 13 quarters.
Personal CFO Solutions's iShares Core MSCI EAFE ETF position peaked at $451K in Q2 2022.
2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Personal CFO Solutions's 13F filing for Q4 2024, filed 7 Feb 2025.