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Strategic Wealth Partners Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Strategic Wealth Partners Group’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 		$1.88M Sell
25,356
-1,760
-6% -$125K 0.21% 42
2023
Q4 		$1.91M Buy
27,116
+314
+1% +$20.7K 0.24% 40
2023
Q3 		$1.72M Hold
26,802
– – 0.26% 33
2023
Q2 		$1.81M Buy
26,802
+1,009
+4% +$68.4K 0.26% 33
2023
Q1 		$1.76M Buy
25,793
+16,033
+164% +$1.05M 0.29% 31
2022
Q4 		$601K Buy
9,760
+1,106
+13% +$65.1K 0.13% 32
2022
Q3 		$456K Sell
8,654
-1,638
-16% -$96.3K 0.11% 36
2022
Q2 		$606K Buy
10,292
+527
+5% +$33.8K 0.13% 32
2022
Q1 		$679K Sell
9,765
-2,592
-21% -$183K 0.13% 33
2021
Q4 		$922K Buy
12,357
+1,602
+15% +$120K 0.16% 34
2021
Q3 		$799K Buy
+10,755
New +$818K 0.15% 37
2021
Q1 		$790K Sell
10,962
-176
-2% -$12.6K 0.16% 36
2020
Q4 		$770K Buy
11,138
+112
+1% +$7.24K 0.16% 35
2020
Q3 		$665K Sell
11,026
-1,080
-9% -$65.1K 0.16% 33
2020
Q2 		$692K Buy
12,106
+6,757
+126% +$366K 0.17% 35
2020
Q1 		$267K Buy
5,349
+72
+1% +$4.29K 0.08% 48
2019
Q4 		$344K Buy
+5,277
New +$335K 0.08% 49
2018
Q3 		– Sell
-1,664
Closed -$105K – 40
2018
Q2 		$105K Hold
1,664
– – 2.08% 6
2018
Q1 		$110K Buy
+1,664
New +$112K 8.58% 3

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
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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Strategic Wealth Partners Group's IEFA Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.5% in Q1 2024, selling an estimated $125K and leaving 25,356 shares worth $1.88M. The position accounts for 0.21% of the portfolio, ranked #42.

Strategic Wealth Partners Group first reported a position in IEFA in Q1 2018 and has held it in 19 quarters since. The position peaked at $1.91M in Q4 2023. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Strategic Wealth Partners Group held 25,356 shares of iShares Core MSCI EAFE ETF worth $1.88M as of Q1 2024.
  • Strategic Wealth Partners Group sold 1,760 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $125K.
  • iShares Core MSCI EAFE ETF made up 0.21% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #42 holding.
  • Strategic Wealth Partners Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 19 quarters since.
  • Strategic Wealth Partners Group's iShares Core MSCI EAFE ETF position peaked at $1.91M in Q4 2023.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.