Sterling Investment Advisors (Pennsylvania)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-554	Closed	-$33K	–	280
2022 Q2	$33K	Hold	554	–	–	0.01%	271
2022 Q1	$39K	Sell	554 -500	-47%	-$35.4K	0.01%	278
2021 Q4	$79K	Hold	1,054	–	–	0.02%	214
2021 Q3	$78K	Hold	1,054	–	–	0.02%	216
2021 Q2	$79K	Buy	1,054 +554	+111%	+$41.8K	0.02%	218
2021 Q1	$36K	Hold	500	–	–	0.01%	268
2020 Q4	$35K	Hold	500	–	–	0.01%	257
2020 Q3	$30K	Hold	500	–	–	0.01%	258
2020 Q2	$28K	Hold	500	–	–	0.01%	263
2020 Q1	$24K	Sell	500 -1,242	-71%	-$73.9K	0.01%	250
2019 Q4	$113K	Sell	1,742 -202	-10%	-$12.8K	0.05%	147
2019 Q3	$119K	Hold	1,944	–	–	0.06%	143
2019 Q2	$119K	Buy	1,944 +1,242	+177%	+$76.1K	0.06%	142
2019 Q1	$43K	Hold	702	–	–	0.02%	221
2018 Q4	$38K	Hold	702	–	–	0.02%	223
2018 Q3	$45K	Buy	+702	New	+$44.8K	0.02%	235

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s IEFA Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 554 shares — an estimated $33K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in IEFA in Q3 2018 and held it in 16 quarters. The position peaked at $119K in Q3 2019. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 554 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $33K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and held it in 16 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Core MSCI EAFE ETF position peaked at $119K in Q3 2019.
1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.