Sargent Bickham Lagudis’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sargent Bickham Lagudis’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 Q4	$2.72M	Buy	44,115 +14,373	+48%	+$846K	0.22%	91
2022 Q3	$1.57M	Sell	29,742 -52,894	-64%	-$3.11M	0.14%	113
2022 Q2	$4.86M	Buy	82,636 +36,492	+79%	+$2.34M	0.42%	49
2022 Q1	$3.21M	Sell	46,144 -10,217	-18%	-$723K	0.25%	82
2021 Q4	$4.21M	Sell	56,361 -39,864	-41%	-$3M	0.32%	72
2021 Q3	$7.14M	Sell	96,225 -14,958	-13%	-$1.14M	0.58%	39
2021 Q2	$8.32M	Buy	111,183 +25,463	+30%	+$1.92M	0.68%	33
2021 Q1	$6.18M	Buy	85,720 +4,543	+6%	+$325K	0.54%	44
2020 Q4	$5.61M	Buy	81,177 +10,968	+16%	+$709K	0.52%	49
2020 Q3	$4.23M	Buy	70,209 +7,294	+12%	+$440K	0.43%	56
2020 Q2	$3.6M	Sell	62,915 -3,057	-5%	-$166K	0.39%	59
2020 Q1	$3.29M	Buy	65,972 +9,776	+17%	+$582K	0.42%	55
2019 Q4	$3.67M	Buy	56,196 +14,188	+34%	+$900K	0.41%	57
2019 Q3	$2.56M	Sell	42,008 -5,564	-12%	-$336K	0.31%	70
2019 Q2	$2.92M	Sell	47,572 -10,540	-18%	-$646K	0.35%	65
2019 Q1	$3.53M	Buy	58,112 +22,147	+62%	+$1.31M	0.41%	58
2018 Q4	$1.98M	Sell	35,965 -63,119	-64%	-$3.7M	0.26%	81
2018 Q3	$6.35M	Sell	99,084 -24,117	-20%	-$1.54M	0.75%	29
2018 Q2	$7.81M	Buy	123,201 +4,078	+3%	+$270K	0.97%	22
2018 Q1	$7.85M	Sell	119,123 -44,719	-27%	-$3M	0.98%	22
2017 Q4	$10.8M	Buy	163,842 +39,000	+31%	+$2.54M	1.29%	17
2017 Q3	$8.01M	Buy	124,842 +122,946	+6,484%	+$7.69M	1%	21
2017 Q2	$115K	Buy	+1,896	New	+$114K	0.01%	255
2016 Q3	–	Sell	-2,522	Closed	-$131K	–	746
2016 Q2	$131K	Buy	+2,522	New	+$135K	0.02%	242

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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

RJA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sargent Bickham Lagudis's IEFA Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares Core MSCI EAFE ETF (IEFA) stake by 48% in Q4 2022, buying an estimated $846K and bringing the position to 44,115 shares worth $2.72M. The position accounts for 0.22% of the portfolio, ranked #91.

Sargent Bickham Lagudis first reported a position in IEFA in Q2 2016 and has held it in 24 quarters since. The position peaked at $10.8M in Q4 2017. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Sargent Bickham Lagudis held 44,115 shares of iShares Core MSCI EAFE ETF worth $2.72M as of Q4 2022.
Sargent Bickham Lagudis bought 14,373 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $846K.
iShares Core MSCI EAFE ETF made up 0.22% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #91 holding.
Sargent Bickham Lagudis first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 24 quarters since.
Sargent Bickham Lagudis's iShares Core MSCI EAFE ETF position peaked at $10.8M in Q4 2017.
1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.