Principal Financial Group
IEFA icon

Principal Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Principal Financial Group’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
Q4 		– Sell
-56,861
Closed -$3.66M – 2437
2023
Q3 		$3.66M Sell
56,861
-10,268
-15% -$687K ﹤0.01% 1630
2023
Q2 		$4.53M Hold
67,129
– – ﹤0.01% 1565
2023
Q1 		$4.49M Buy
+67,129
New +$4.4M ﹤0.01% 1566
2021
Q1 		– Sell
-3,175
Closed -$219K – 2486
2020
Q4 		$219K Sell
3,175
-815
-20% -$52.7K ﹤0.01% 2296
2020
Q3 		$240K Buy
3,990
+171
+4% +$10.3K ﹤0.01% 2165
2020
Q2 		$218K Sell
3,819
-3,684
-49% -$200K ﹤0.01% 2172
2020
Q1 		$374K Buy
7,503
+521
+7% +$31K ﹤0.01% 1917
2019
Q4 		$456K Sell
6,982
-357
-5% -$22.6K ﹤0.01% 1966
2019
Q3 		$448K Buy
7,339
+2,487
+51% +$150K ﹤0.01% 1967
2019
Q2 		$298K Buy
+4,852
New +$297K ﹤0.01% 2065

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Principal Financial Group's IEFA Position: Q4 2023 in Review

Principal Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 56,861 shares — an estimated $3.66M sold.

Principal Financial Group first reported a position in IEFA in Q2 2019 and held it in 10 quarters. The position peaked at $4.53M in Q2 2023. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Principal Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Principal Financial Group sold 56,861 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $3.66M.
  • Principal Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and held it in 10 quarters.
  • Principal Financial Group's iShares Core MSCI EAFE ETF position peaked at $4.53M in Q2 2023.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Principal Financial Group's 13F filing for Q4 2023, filed 7 Feb 2024.