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Stiles Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stiles Financial Services’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
Q3 		– Sell
-3,339
Closed -$243K – 192
2024
Q2 		$243K Buy
+3,339
New +$246K 0.09% 166

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TIAA Trust, National Association
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Envestnet Asset Management
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LPL Financial
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BlackRock
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US Bancorp
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Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stiles Financial Services's IEFA Position: Q3 2024 in Review

Stiles Financial Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 3,339 shares — an estimated $243K sold.

Stiles Financial Services first reported a position in IEFA in Q2 2024 and held it in 1 quarter. The position peaked at $243K in Q2 2024. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Stiles Financial Services reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Stiles Financial Services sold 3,339 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $243K.
  • Stiles Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
  • Stiles Financial Services's iShares Core MSCI EAFE ETF position peaked at $243K in Q2 2024.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Stiles Financial Services's 13F filing for Q3 2024, filed 31 Oct 2024.