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Premier Path Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Premier Path Wealth 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
2024
Q1 		– Sell
-3,519
Closed -$236K – 352
2023
Q4 		$236K Buy
+3,519
New +$232K 0.05% 297

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Premier Path Wealth Partners's IEFA Position: Q1 2024 in Review

Premier Path Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 3,519 shares — an estimated $236K sold.

Premier Path Wealth Partners first reported a position in IEFA in Q4 2023 and held it in 1 quarter. The position peaked at $236K in Q4 2023. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Premier Path Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Premier Path Wealth Partners sold 3,519 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $236K.
  • Premier Path Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
  • Premier Path Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $236K in Q4 2023.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Premier Path Wealth Partners's 13F filing for Q1 2024, filed 24 Apr 2024.