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

Scissortail 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 Q1	–	Sell	-6,923	Closed	-$487K	–	168
2023 Q4	$487K	Buy	+6,923	New	+$456K	0.15%	105
2023 Q1	–	Sell	-6,774	Closed	-$449K	–	84
2022 Q4	$449K	Buy	+6,774	New	+$399K	0.26%	77
2022 Q3	–	Sell	-86,357	Closed	-$6.45M	–	112
2022 Q2	$6.45M	Buy	+86,357	New	+$5.54M	2.48%	9
2022 Q1	–	Sell	-86,357	Closed	-$6.45M	–	113
2021 Q4	$6.45M	Buy	+86,357	New	+$6.49M	2.48%	9

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Scissortail Wealth Management's IEFA Position: Q1 2024 in Review

Scissortail Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 6,923 shares — an estimated $487K sold.

Scissortail Wealth Management first reported a position in IEFA in Q4 2021 and held it in 4 quarters. The position peaked at $6.45M in Q2 2022. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

Scissortail Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
Scissortail Wealth Management sold 6,923 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $487K.
Scissortail Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
Scissortail Wealth Management's iShares Core MSCI EAFE ETF position peaked at $6.45M in Q2 2022.
1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Scissortail Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.