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

Resolute Financial’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
Q4 		$593K Sell
9,615
-1,778
-16% -$105K 0.5% 48
2022
Q3 		$600K Sell
11,393
-3,371
-23% -$198K 0.57% 40
2022
Q2 		$869K Buy
14,764
+899
+6% +$57.7K 0.76% 30
2022
Q1 		$964K Sell
13,865
-1,027
-7% -$72.6K 0.78% 30
2021
Q4 		$1.11M Buy
+14,892
New +$1.12M 0.83% 29

Other funds holding IEFA

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
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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Resolute Financial's IEFA Position: Q4 2022 in Review

Resolute Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q4 2022, selling an estimated $105K and leaving 9,615 shares worth $593K. The position accounts for 0.5% of the portfolio, ranked #48.

Resolute Financial first reported a position in IEFA in Q4 2021 and has held it in 5 quarters since. The position peaked at $1.11M in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Resolute Financial held 9,615 shares of iShares Core MSCI EAFE ETF worth $593K as of Q4 2022.
  • Resolute Financial sold 1,778 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $105K.
  • iShares Core MSCI EAFE ETF made up 0.5% of Resolute Financial's portfolio in Q4 2022, its #48 holding.
  • Resolute Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 5 quarters since.
  • Resolute Financial's iShares Core MSCI EAFE ETF position peaked at $1.11M in Q4 2021.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Resolute Financial's 13F filing for Q4 2022, filed 13 Feb 2023.