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Shilanski & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Shilanski & Associates’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
-277,425
Closed -$14.6M – 140
2022
Q3 		$14.6M Buy
+277,425
New +$16.3M 5.36% 5

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Shilanski & Associates's IEFA Position: Q4 2022 in Review

Shilanski & Associates sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 277,425 shares — an estimated $14.6M sold.

Shilanski & Associates first reported a position in IEFA in Q3 2022 and held it in 1 quarter. The position peaked at $14.6M in Q3 2022. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Shilanski & Associates reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Shilanski & Associates sold 277,425 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $14.6M.
  • Shilanski & Associates first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and held it in 1 quarter.
  • Shilanski & Associates's iShares Core MSCI EAFE ETF position peaked at $14.6M in Q3 2022.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Shilanski & Associates's 13F filing for Q4 2022, filed 31 Jan 2023.