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Second Half Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Second Half Financial Partners’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
2023
Q3 		– Sell
-6,743
Closed -$455K – 81
2023
Q2 		$455K Buy
+6,743
New +$457K 0.1% 109

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Second Half Financial Partners's IEFA Position: Q3 2023 in Review

Second Half Financial Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 6,743 shares — an estimated $455K sold.

Second Half Financial Partners first reported a position in IEFA in Q2 2023 and held it in 1 quarter. The position peaked at $455K in Q2 2023. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • Second Half Financial Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Second Half Financial Partners sold 6,743 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $455K.
  • Second Half Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and held it in 1 quarter.
  • Second Half Financial Partners's iShares Core MSCI EAFE ETF position peaked at $455K in Q2 2023.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Second Half Financial Partners's 13F filing for Q3 2023, filed 3 Nov 2023.