Spearhead Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$309K Hold
5,873
0.33% 84
2022
Q2
$346K Hold
5,873
0.05% 107
2022
Q1
$408K Buy
+5,873
New +$415K 0.05% 99

Other funds holding IEFA

Spearhead Capital Advisors's IEFA Position: Q3 2022 in Review

Spearhead Capital Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2022 at 5,873 shares worth $309K. The position accounts for 0.33% of the portfolio, ranked #84.

Spearhead Capital Advisors first reported a position in IEFA in Q1 2022 and has held it in 3 quarters since. The position peaked at $408K in Q1 2022. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Spearhead Capital Advisors held 5,873 shares of iShares Core MSCI EAFE ETF worth $309K as of Q3 2022.
  • Spearhead Capital Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2022.
  • iShares Core MSCI EAFE ETF made up 0.33% of Spearhead Capital Advisors's portfolio in Q3 2022, its #84 holding.
  • Spearhead Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 3 quarters since.
  • Spearhead Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $408K in Q1 2022.
  • 1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Spearhead Capital Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.