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

Silicon Hills 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
2023 Q1	–	Sell	-9,100	Closed	-$561K	–	94
2022 Q4	$561K	Sell	9,100 -4,979	-35%	-$293K	0.42%	54
2022 Q3	$742K	Sell	14,079 -3,130	-18%	-$184K	0.59%	39
2022 Q2	$1.01M	Sell	17,209 -24,526	-59%	-$1.57M	0.74%	31
2022 Q1	$2.9M	Sell	41,735 -1,992	-5%	-$141K	1.85%	17
2021 Q4	$3.26M	Sell	43,727 -50,563	-54%	-$3.8M	2.02%	11
2021 Q3	$7M	Sell	94,290 -23,761	-20%	-$1.81M	4.8%	4
2021 Q2	$8.84M	Buy	118,051 +25,790	+28%	+$1.95M	6.86%	1
2021 Q1	$6.65M	Buy	92,261 +17,025	+23%	+$1.22M	6.01%	2
2020 Q4	$5.2M	Buy	75,236 +2,678	+4%	+$173K	4.71%	5
2020 Q3	$4.37M	Buy	72,558 +336	+0.5%	+$20.3K	4.52%	5
2020 Q2	$4.13M	Sell	72,222 -6,928	-9%	-$375K	4.95%	5
2020 Q1	$3.95M	Buy	79,150 +79,145	+1,582,900%	+$4.71M	5.22%	5
2019 Q4	$292	Buy	+5	New	+$317	0.22%	68

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 FSB Jacksonville, Florida $27.6B AUM 14.26% 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

RJA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Silicon Hills Wealth Management's IEFA Position: Q1 2023 in Review

Silicon Hills Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 9,100 shares — an estimated $561K sold.

Silicon Hills Wealth Management first reported a position in IEFA in Q4 2019 and held it in 13 quarters. The position peaked at $8.84M in Q2 2021. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

Silicon Hills Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 9,100 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $561K.
Silicon Hills Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 13 quarters.
Silicon Hills Wealth Management's iShares Core MSCI EAFE ETF position peaked at $8.84M in Q2 2021.
1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.