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Southland Equity Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Southland Equity Partners’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
Q1 		– Sell
-2,718
Closed -$203K – 181
2021
Q4 		$203K Hold
2,718
– – 0.08% 171
2021
Q3 		$202K Hold
2,718
– – 0.09% 159
2021
Q2 		$203K Buy
+2,718
New +$205K 0.1% 156

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Southland Equity Partners's IEFA Position: Q1 2022 in Review

Southland Equity Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2022, closing a stake of 2,718 shares — an estimated $203K sold.

Southland Equity Partners first reported a position in IEFA in Q2 2021 and held it in 3 quarters. The position peaked at $203K in Q2 2021. 1,518 funds tracked by Wall St. Rank hold IEFA as of Q1 2022.

  • Southland Equity Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2022 after selling out during the quarter.
  • Southland Equity Partners sold 2,718 iShares Core MSCI EAFE ETF shares in Q1 2022, an estimated $203K.
  • Southland Equity Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and held it in 3 quarters.
  • Southland Equity Partners's iShares Core MSCI EAFE ETF position peaked at $203K in Q2 2021.
  • 1,518 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2022.

Based on Southland Equity Partners's 13F filing for Q1 2022, filed 2 Jan 2024.