Ray Dalio
IEFA icon

Ray Dalio’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ray Dalio’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
Q1 		– Sell
-100,080
Closed -$6.17M – 801
2022
Q4 		$6.17M Hold
100,080
– – 0.03% 322
2022
Q3 		$5.27M Hold
100,080
– – 0.03% 370
2022
Q2 		$5.89M Sell
100,080
-475,225
-83% -$30.5M 0.03% 451
2022
Q1 		$40M Sell
575,305
-52,163
-8% -$3.69M 0.16% 107
2021
Q4 		$46.8M Sell
627,468
-17,092
-3% -$1.28M 0.27% 68
2021
Q3 		$47.9M Sell
644,560
-38,845
-6% -$2.96M 0.26% 75
2021
Q2 		$51.2M Sell
683,405
-19,717
-3% -$1.49M 0.33% 54
2021
Q1 		$50.7M Sell
703,122
-1,383,435
-66% -$98.9M 0.45% 45
2020
Q4 		$144M Sell
2,086,557
-153,028
-7% -$9.9M 1.25% 22
2020
Q3 		$135M Sell
2,239,585
-38,734
-2% -$2.34M 1.62% 15
2020
Q2 		$130M Buy
2,278,319
+788,259
+53% +$42.7M 2.18% 12
2020
Q1 		$74.3M Sell
1,490,060
-1,180,447
-44% -$70.3M 1.48% 17
2019
Q4 		$174M Hold
2,670,507
– – 1.78% 14
2019
Q3 		$163M Buy
2,670,507
+157,261
+6% +$9.49M 1.43% 15
2019
Q2 		$154M Sell
2,513,246
-28,520
-1% -$1.75M 1.21% 16
2019
Q1 		$154M Buy
2,541,766
+155,329
+7% +$9.17M 0.95% 16
2018
Q4 		$131M Hold
2,386,437
– – 1.2% 15
2018
Q3 		$153M Hold
2,386,437
– – 1.58% 13
2018
Q2 		$151M Hold
2,386,437
– – 1.51% 14
2018
Q1 		$157M Sell
2,386,437
-257
-0% -$17.3K 1.5% 14
2017
Q4 		$158M Hold
2,386,694
– – 1.29% 15
2017
Q3 		$153M Buy
2,386,694
+1,548,318
+185% +$96.9M 1.03% 15
2017
Q2 		$51M Buy
+838,376
New +$50.6M 0.47% 16

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ray Dalio's IEFA Position: Q1 2023 in Review

Ray Dalio sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 100,080 shares — an estimated $6.17M sold.

Ray Dalio first reported a position in IEFA in Q2 2017 and held it in 23 quarters. The position peaked at $174M in Q4 2019. 1,555 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

  • Ray Dalio reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
  • Ray Dalio sold 100,080 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $6.17M.
  • Ray Dalio first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and held it in 23 quarters.
  • Ray Dalio's iShares Core MSCI EAFE ETF position peaked at $174M in Q4 2019.
  • 1,555 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Bridgewater Associates's 13F filing for Q1 2023, filed 12 May 2023.