S.E.E.D. Planning Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

S.E.E.D. Planning 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
2022 Q1	–	Sell	-3,502	Closed	-$261K	–	98
2021 Q4	$261K	Hold	3,502	–	–	0.11%	72
2021 Q3	$260K	Hold	3,502	–	–	0.12%	67
2021 Q2	$262K	Hold	3,502	–	–	0.13%	70
2021 Q1	$252K	Buy	+3,502	New	+$250K	0.14%	66

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

S.E.E.D. Planning Group's IEFA Position: Q1 2022 in Review

S.E.E.D. Planning Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 3,502 shares — an estimated $261K sold.

S.E.E.D. Planning Group first reported a position in IEFA in Q1 2021 and held it in 4 quarters. The position peaked at $262K in Q2 2021. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

S.E.E.D. Planning Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
S.E.E.D. Planning Group sold 3,502 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $261K.
S.E.E.D. Planning Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and held it in 4 quarters.
S.E.E.D. Planning Group's iShares Core MSCI EAFE ETF position peaked at $262K in Q2 2021.
1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on S.E.E.D. Planning Group's 13F filing for Q1 2022, filed 26 Apr 2022.