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Regimen Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Regimen Wealth’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
Q2 		– Sell
-8,538
Closed -$247K – 56
2023
Q1 		$247K Buy
8,538
+4,783
+127% +$314K 0.11% 51
2022
Q4 		$231K Buy
+3,755
New +$221K 0.15% 49

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
TF
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
RJA
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

Regimen Wealth's IEFA Position: Q2 2023 in Review

Regimen Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2023, closing a stake of 8,538 shares — an estimated $247K sold.

Regimen Wealth first reported a position in IEFA in Q4 2022 and held it in 2 quarters. The position peaked at $247K in Q1 2023. 1,582 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

  • Regimen Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2023 after selling out during the quarter.
  • Regimen Wealth sold 8,538 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $247K.
  • Regimen Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 2 quarters.
  • Regimen Wealth's iShares Core MSCI EAFE ETF position peaked at $247K in Q1 2023.
  • 1,582 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Regimen Wealth's 13F filing for Q2 2023, filed 8 Aug 2023.