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Sadoff Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sadoff Investment Management’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
-8,598
Closed -$642K – 107
2021
Q4 		$642K Hold
8,598
– – 0.04% 60
2021
Q3 		$638K Buy
8,598
+318
+4% +$24.2K 0.04% 58
2021
Q2 		$620K Sell
8,280
-3,000
-27% -$226K 0.04% 59
2021
Q1 		$813K Hold
11,280
– – 0.06% 52
2020
Q4 		$779K Hold
11,280
– – 0.06% 51
2020
Q3 		$680K Hold
11,280
– – 0.06% 51
2020
Q2 		$645K Hold
11,280
– – 0.06% 52
2020
Q1 		$563K Hold
11,280
– – 0.06% 54
2019
Q4 		$736K Buy
+11,280
New +$715K 0.06% 52

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sadoff Investment Management's IEFA Position: Q1 2022 in Review

Sadoff Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 8,598 shares — an estimated $642K sold.

Sadoff Investment Management first reported a position in IEFA in Q4 2019 and held it in 9 quarters. The position peaked at $813K in Q1 2021. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Sadoff Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Sadoff Investment Management sold 8,598 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $642K.
  • Sadoff Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 9 quarters.
  • Sadoff Investment Management's iShares Core MSCI EAFE ETF position peaked at $813K in Q1 2021.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Sadoff Investment Management's 13F filing for Q1 2022, filed 12 May 2022.