SGC
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Slocum, Gordon & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Slocum, Gordon & Co’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
Q3 		– Sell
-139
Closed -$10.1K – 143
2024
Q2 		$10.1K Buy
+139
New +$10.2K 0.01% 117
2023
Q2 		– Sell
-2
Closed -$134 – 134
2023
Q1 		$134 Hold
2
– – ﹤0.01% 139
2022
Q4 		$123 Buy
+2
New +$118 ﹤0.01% 140

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Slocum, Gordon & Co's IEFA Position: Q3 2024 in Review

Slocum, Gordon & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 139 shares — an estimated $10.1K sold.

Slocum, Gordon & Co first reported a position in IEFA in Q4 2022 and held it in 3 quarters. The position peaked at $10.1K in Q2 2024. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Slocum, Gordon & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Slocum, Gordon & Co sold 139 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $10.1K.
  • Slocum, Gordon & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 3 quarters.
  • Slocum, Gordon & Co's iShares Core MSCI EAFE ETF position peaked at $10.1K in Q2 2024.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Slocum, Gordon & Co's 13F filing for Q3 2024, filed 4 Nov 2024.