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

Retirement Income Solutions’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
Q2 		– Sell
-3,361
Closed -$249K – 150
2024
Q1 		$249K Hold
3,361
– – 0.06% 125
2023
Q4 		$236K Sell
3,361
-170
-5% -$11.2K 0.06% 122
2023
Q3 		$227K Buy
3,531
+170
+5% +$11.4K 0.06% 115
2023
Q2 		$227K Hold
3,361
– – 0.06% 125
2023
Q1 		$225K Sell
3,361
-182
-5% -$11.9K 0.07% 122
2022
Q4 		$218K Buy
+3,543
New +$209K 0.07% 113
2022
Q3 		– Sell
-3,543
Closed -$209K – 116
2022
Q2 		$209K Buy
+3,543
New +$227K 0.07% 108

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Retirement Income Solutions's IEFA Position: Q2 2024 in Review

Retirement Income Solutions sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2024, closing a stake of 3,361 shares — an estimated $249K sold.

Retirement Income Solutions first reported a position in IEFA in Q2 2022 and held it in 7 quarters. The position peaked at $249K in Q1 2024. 1,809 funds tracked by Wall St. Rank hold IEFA as of Q2 2024.

  • Retirement Income Solutions reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2024 after selling out during the quarter.
  • Retirement Income Solutions sold 3,361 iShares Core MSCI EAFE ETF shares in Q2 2024, an estimated $249K.
  • Retirement Income Solutions first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and held it in 7 quarters.
  • Retirement Income Solutions's iShares Core MSCI EAFE ETF position peaked at $249K in Q1 2024.
  • 1,809 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2024.

Based on Retirement Income Solutions's 13F filing for Q2 2024, filed 1 Aug 2024.