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Sterling Financial Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-526
Closed -$39K – 234
2021
Q3 		$39K Hold
526
– – 0.02% 208
2021
Q2 		$39K Hold
526
– – 0.03% 194
2021
Q1 		$38K Buy
526
+41
+8% +$2.93K 0.03% 175
2020
Q4 		$34K Buy
+485
New +$31.4K 0.03% 174

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sterling Financial Planning's IEFA Position: Q4 2021 in Review

Sterling Financial Planning sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2021, closing a stake of 526 shares — an estimated $39K sold.

Sterling Financial Planning first reported a position in IEFA in Q4 2020 and held it in 4 quarters. The position peaked at $39K in Q3 2021. 1,524 funds tracked by Wall St. Rank hold IEFA as of Q4 2021.

  • Sterling Financial Planning reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 526 iShares Core MSCI EAFE ETF shares in Q4 2021, an estimated $39K.
  • Sterling Financial Planning first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's iShares Core MSCI EAFE ETF position peaked at $39K in Q3 2021.
  • 1,524 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.