RA
IEFA icon

Rockingstone Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Rockingstone Advisors’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
Q4 		– Sell
-5,591
Closed -$360K – 113
2023
Q3 		$360K Buy
5,591
+800
+17% +$53.6K 0.2% 95
2023
Q2 		$323K Hold
4,791
– – 0.18% 95
2023
Q1 		$320K Hold
4,791
– – 0.2% 92
2022
Q4 		$295K Buy
+4,791
New +$282K 0.22% 90

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Rockingstone Advisors's IEFA Position: Q4 2023 in Review

Rockingstone Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 5,591 shares — an estimated $360K sold.

Rockingstone Advisors first reported a position in IEFA in Q4 2022 and held it in 4 quarters. The position peaked at $360K in Q3 2023. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Rockingstone Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Rockingstone Advisors sold 5,591 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $360K.
  • Rockingstone Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 4 quarters.
  • Rockingstone Advisors's iShares Core MSCI EAFE ETF position peaked at $360K in Q3 2023.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Rockingstone Advisors's 13F filing for Q4 2023, filed 9 Jul 2024.