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Private Portfolio Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Private Portfolio 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
Q4 		$499K Buy
7,096
+276
+4% +$20.4K 0.09% 168
2024
Q3 		$532K Buy
+6,820
New +$511K 0.1% 158
2024
Q2 		– Sell
-4,511
Closed -$335K – 155
2024
Q1 		$335K Buy
4,511
+57
+1% +$4.06K 0.07% 197
2023
Q4 		$313K Buy
4,454
+107
+2% +$7.05K 0.07% 196
2023
Q3 		$280K Buy
4,347
+225
+5% +$15.1K 0.07% 206
2023
Q2 		$278K Buy
4,122
+85
+2% +$5.76K 0.07% 210
2023
Q1 		$270K Sell
4,037
-2,179
-35% -$143K 0.07% 198
2022
Q4 		$383K Sell
6,216
-188
-3% -$11.1K 0.1% 176
2022
Q3 		$337K Sell
6,404
-748
-10% -$44K 0.1% 175
2022
Q2 		$421K Buy
7,152
+146
+2% +$9.37K 0.12% 152
2022
Q1 		$487K Sell
7,006
-187
-3% -$13.2K 0.12% 156
2021
Q4 		$537K Buy
7,193
+459
+7% +$34.5K 0.14% 143
2021
Q3 		$500K Buy
6,734
+572
+9% +$43.5K 0.14% 142
2021
Q2 		$461K Buy
6,162
+502
+9% +$37.9K 0.13% 147
2021
Q1 		$408K Sell
5,660
-6,928
-55% -$495K 0.13% 150
2020
Q4 		$870K Sell
12,588
-4,029
-24% -$261K 0.31% 72
2020
Q3 		$1M Buy
16,617
+1,109
+7% +$66.9K 0.41% 59
2020
Q2 		$886K Sell
15,508
-12,679
-45% -$687K 0.41% 60
2020
Q1 		$1.41M Buy
28,187
+587
+2% +$34.9K 0.75% 34
2019
Q4 		$1.8M Buy
27,600
+1,211
+5% +$76.8K 0.78% 32
2019
Q3 		$1.61M Buy
26,389
+445
+2% +$26.9K 0.76% 39
2019
Q2 		$1.59M Buy
25,944
+985
+4% +$60.4K 0.68% 41
2019
Q1 		$1.52M Buy
24,959
+1,002
+4% +$59.1K 0.8% 33
2018
Q4 		$1.32M Buy
+23,957
New +$1.41M 0.81% 32

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

Private Portfolio Partners's IEFA Position: Q4 2024 in Review

Private Portfolio Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4% in Q4 2024, buying an estimated $20.4K and bringing the position to 7,096 shares worth $499K. The position accounts for 0.09% of the portfolio, ranked #168.

Private Portfolio Partners first reported a position in IEFA in Q4 2018 and has held it in 24 quarters since. The position peaked at $1.8M in Q4 2019. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Private Portfolio Partners held 7,096 shares of iShares Core MSCI EAFE ETF worth $499K as of Q4 2024.
  • Private Portfolio Partners bought 276 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $20.4K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Private Portfolio Partners's portfolio in Q4 2024, its #168 holding.
  • Private Portfolio Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 24 quarters since.
  • Private Portfolio Partners's iShares Core MSCI EAFE ETF position peaked at $1.8M in Q4 2019.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.