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Steph & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Steph & 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
2023
Q4 		– Sell
-996
Closed -$64.1K – 270
2023
Q3 		$64.1K Buy
+996
New +$66.7K 0.04% 164
2022
Q1 		– Sell
-725
Closed -$54K – 300
2021
Q4 		$54K Buy
+725
New +$54.5K 0.03% 191
2020
Q2 		– Sell
-125
Closed -$6K – 248
2020
Q1 		$6K Sell
125
-4,968
-98% -$296K 0.01% 226
2019
Q4 		$332K Buy
+5,093
New +$323K 0.28% 48

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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

Steph & Co's IEFA Position: Q4 2023 in Review

Steph & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2023, closing a stake of 996 shares — an estimated $64.1K sold.

Steph & Co first reported a position in IEFA in Q4 2019 and held it in 4 quarters. The position peaked at $332K in Q4 2019. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Steph & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2023 after selling out during the quarter.
  • Steph & Co sold 996 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $64.1K.
  • Steph & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 4 quarters.
  • Steph & Co's iShares Core MSCI EAFE ETF position peaked at $332K in Q4 2019.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Steph & Co's 13F filing for Q4 2023, filed 31 Jan 2024.