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Sound Financial Strategies Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sound Financial Strategies Group’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
-128
Closed -$9.3K – 91
2024
Q2 		$9.3K Buy
+128
New +$9.42K 0.01% 88
2023
Q4 		– Sell
-1,442
Closed -$92.8K – 70
2023
Q3 		$92.8K Sell
1,442
-24
-2% -$1.61K 0.08% 63
2023
Q2 		$99K Sell
1,466
-85
-5% -$5.76K 0.07% 59
2023
Q1 		$104K Sell
1,551
-166
-10% -$10.9K 0.07% 44
2022
Q4 		$106K Sell
1,717
-298
-15% -$17.5K 0.08% 54
2022
Q3 		$106K Buy
2,015
+126
+7% +$7.41K 0.16% 16
2022
Q2 		$111K Sell
1,889
-38
-2% -$2.44K 0.09% 32
2022
Q1 		$134K Sell
1,927
-679
-26% -$48K 0.07% 56
2021
Q4 		$195K Sell
2,606
-179
-6% -$13.5K 0.1% 80
2021
Q3 		$207K Sell
2,785
-122,547
-98% -$9.32M 0.1% 76
2021
Q2 		$9.38M Buy
125,332
+118,682
+1,785% +$8.96M 4.67% 4
2021
Q1 		$479K Buy
6,650
+2,230
+50% +$159K 0.25% 69
2020
Q4 		$305K Sell
4,420
-19,095
-81% -$1.23M 0.17% 69
2020
Q3 		$1.42M Sell
23,515
-134
-0.6% -$8.08K 0.9% 10
2020
Q2 		$1.35M Buy
23,649
+212
+0.9% +$11.5K 0.88% 10
2020
Q1 		$1.17M Sell
23,437
-383
-2% -$22.8K 0.8% 11
2019
Q4 		$1.55M Buy
+23,820
New +$1.51M 0.98% 29

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

Sound Financial Strategies Group's IEFA Position: Q3 2024 in Review

Sound Financial Strategies Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 128 shares — an estimated $9.3K sold.

Sound Financial Strategies Group first reported a position in IEFA in Q4 2019 and held it in 17 quarters. The position peaked at $9.38M in Q2 2021. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Sound Financial Strategies Group reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Sound Financial Strategies Group sold 128 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $9.3K.
  • Sound Financial Strategies Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 17 quarters.
  • Sound Financial Strategies Group's iShares Core MSCI EAFE ETF position peaked at $9.38M in Q2 2021.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Sound Financial Strategies Group's 13F filing for Q3 2024, filed 12 Nov 2024.