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Rather & Kittrell’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rather & Kittrell’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
2022
Q1 		– Sell
-1,172
Closed -$87K – 164
2021
Q4 		$87K Buy
+1,172
New +$88.1K 0.08% 98

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rather & Kittrell's IEFA Position: Q1 2022 in Review

Rather & Kittrell sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 1,172 shares — an estimated $87K sold.

Rather & Kittrell first reported a position in IEFA in Q4 2021 and held it in 1 quarter. The position peaked at $87K in Q4 2021. 1,519 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Rather & Kittrell reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Rather & Kittrell sold 1,172 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $87K.
  • Rather & Kittrell first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 1 quarter.
  • Rather & Kittrell's iShares Core MSCI EAFE ETF position peaked at $87K in Q4 2021.
  • 1,519 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Rather & Kittrell's 13F filing for Q1 2022, filed 10 May 2022.