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Retirement Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Retirement Group’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
Q1 		$96.6K Hold
1,301
– – 0.03% 166
2023
Q4 		$91.5K Hold
1,301
– – 0.04% 162
2023
Q3 		$83.7K Hold
1,301
– – 0.03% 157
2023
Q2 		$87.8K Hold
1,301
– – 0.04% 153
2023
Q1 		$87K Sell
1,301
-50
-4% -$3.28K 0.04% 146
2022
Q4 		$83K Buy
1,351
+1,260
+1,385% +$74.2K 0.04% 140
2022
Q3 		$5K Sell
91
-2,469
-96% -$145K ﹤0.01% 328
2022
Q2 		$151K Buy
2,560
+1,174
+85% +$75.3K 0.06% 123
2022
Q1 		$96K Buy
1,386
+79
+6% +$5.59K 0.04% 175
2021
Q4 		$98K Buy
1,307
+24
+2% +$1.8K 0.04% 167
2021
Q3 		$95K Buy
1,283
+61
+5% +$4.64K 0.04% 167
2021
Q2 		$91K Buy
1,222
+54
+5% +$4.08K 0.04% 167
2021
Q1 		$84K Buy
1,168
+96
+9% +$6.86K 0.04% 206
2020
Q4 		$74K Sell
1,072
-21,642
-95% -$1.4M 0.03% 212
2020
Q3 		$1.37M Sell
22,714
-1,151
-5% -$69.4K 0.77% 27
2020
Q2 		$1.36M Buy
+23,865
New +$1.29M 0.85% 27
2019
Q4 		$1.85M Buy
+28,412
New +$1.8M 1.21% 21

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retirement Group's IEFA Position: Q1 2024 in Review

Retirement Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2024 at 1,301 shares worth $96.6K. The position accounts for 0.03% of the portfolio, ranked #166.

Retirement Group first reported a position in IEFA in Q4 2019 and has held it in 17 quarters since. The position peaked at $1.85M in Q4 2019. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Retirement Group held 1,301 shares of iShares Core MSCI EAFE ETF worth $96.6K as of Q1 2024.
  • Retirement Group left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2024.
  • iShares Core MSCI EAFE ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #166 holding.
  • Retirement Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares Core MSCI EAFE ETF position peaked at $1.85M in Q4 2019.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.