Steward Partners Investment Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Steward Partners Investment Solutions’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
2024 Q1	$1.52M	Buy	+20,463	New	+$1.46M	0.26%	82

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Steward Partners Investment Solutions's IEFA Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2024: 20,463 shares worth $1.52M. The stake represents 0.26% of the portfolio and ranks #82 among its holdings.

1,788 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

Steward Partners Investment Solutions held 20,463 shares of iShares Core MSCI EAFE ETF worth $1.52M as of Q1 2024.
iShares Core MSCI EAFE ETF was a new Steward Partners Investment Solutions position in Q1 2024.
iShares Core MSCI EAFE ETF made up 0.26% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #82 holding.
1,788 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.