SWM
IEFA icon

Sanctuary Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sanctuary Wealth 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
2024
Q4 		$189K Buy
2,691
+131
+5% +$9.66K 0.13% 42
2024
Q3 		$200K Hold
2,560
– – 0.14% 42
2024
Q2 		$186K Hold
2,560
– – 0.14% 41
2024
Q1 		$190K Hold
2,560
– – 0.15% 40
2023
Q4 		$180K Buy
+2,560
New +$169K 0.17% 39

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sanctuary Wealth Management's IEFA Position: Q4 2024 in Review

Sanctuary Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q4 2024, buying an estimated $9.66K and bringing the position to 2,691 shares worth $189K. The position accounts for 0.13% of the portfolio, ranked #42.

Sanctuary Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 5 quarters since. The position peaked at $200K in Q3 2024. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Sanctuary Wealth Management held 2,691 shares of iShares Core MSCI EAFE ETF worth $189K as of Q4 2024.
  • Sanctuary Wealth Management bought 131 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $9.66K.
  • iShares Core MSCI EAFE ETF made up 0.13% of Sanctuary Wealth Management's portfolio in Q4 2024, its #42 holding.
  • Sanctuary Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
  • Sanctuary Wealth Management's iShares Core MSCI EAFE ETF position peaked at $200K in Q3 2024.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.