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

Shakespeare 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
2022
Q4 		– Sell
-4,030
Closed -$212K – 76
2022
Q3 		$212K Buy
+4,030
New +$237K 0.09% 64

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Shakespeare Wealth Management's IEFA Position: Q4 2022 in Review

Shakespeare Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 4,030 shares — an estimated $212K sold.

Shakespeare Wealth Management first reported a position in IEFA in Q3 2022 and held it in 1 quarter. The position peaked at $212K in Q3 2022. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Shakespeare Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Shakespeare Wealth Management sold 4,030 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $212K.
  • Shakespeare Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and held it in 1 quarter.
  • Shakespeare Wealth Management's iShares Core MSCI EAFE ETF position peaked at $212K in Q3 2022.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Shakespeare Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.