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StrategIQ Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

StrategIQ Financial 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
2023
Q4 		$1.45M Buy
20,596
+181
+0.9% +$11.9K 0.16% 114
2023
Q3 		$1.31M Sell
20,415
-126
-0.6% -$8.44K 0.15% 119
2023
Q2 		$1.39M Sell
20,541
-164
-0.8% -$11.1K 0.16% 117
2023
Q1 		$1.38M Sell
20,705
-395
-2% -$25.9K 0.16% 108
2022
Q4 		$1.3M Sell
21,100
-147
-0.7% -$8.65K 0.15% 111
2022
Q3 		$1.12M Sell
21,247
-799
-4% -$47K 0.14% 111
2022
Q2 		$1.3M Sell
22,046
-2,764
-11% -$177K 0.16% 108
2022
Q1 		$1.73M Sell
24,810
-13
-0.1% -$920 0.19% 97
2021
Q4 		$1.85M Buy
24,823
+3,233
+15% +$243K 0.19% 92
2021
Q3 		$1.6M Buy
21,590
+621
+3% +$47.2K 0.32% 71
2021
Q2 		$1.57M Buy
20,969
+391
+2% +$29.5K 0.31% 69
2021
Q1 		$1.48M Buy
20,578
+1,004
+5% +$71.7K 0.31% 72
2020
Q4 		$1.35M Sell
19,574
-660
-3% -$42.7K 0.3% 70
2020
Q3 		$1.22M Buy
20,234
+122
+0.6% +$7.36K 0.31% 67
2020
Q2 		$1.15M Sell
20,112
-1,829
-8% -$99.1K 0.31% 69
2020
Q1 		$1.09M Buy
21,941
+8
+0% +$476 0.34% 64
2019
Q4 		$1.43M Sell
21,933
-436
-2% -$27.7K 0.37% 59
2019
Q3 		$1.37M Sell
22,369
-893
-4% -$53.9K 0.39% 59
2019
Q2 		$1.43M Buy
23,262
+103
+0.4% +$6.31K 0.41% 58
2019
Q1 		$1.41M Sell
23,159
-378
-2% -$22.3K 0.43% 56
2018
Q4 		$1.29M Buy
23,537
+2,592
+12% +$152K 0.44% 54
2018
Q3 		$1.34M Buy
20,945
+1,093
+6% +$69.7K 0.43% 53
2018
Q2 		$1.26M Buy
19,852
+3,692
+23% +$244K 0.44% 56
2018
Q1 		$1.06M Buy
16,160
+722
+5% +$48.5K 0.42% 60
2017
Q4 		$1.02M Buy
15,438
+1,020
+7% +$66.5K 0.4% 68
2017
Q3 		$925K Buy
14,418
+2,130
+17% +$133K 0.37% 55
2017
Q2 		$748K Buy
12,288
+1,753
+17% +$106K 0.32% 67
2017
Q1 		$610K Buy
10,535
+1,864
+21% +$105K 0.28% 71
2016
Q4 		$465K Buy
8,671
+1,780
+26% +$95.6K 0.23% 80
2016
Q3 		$380K Buy
6,891
+737
+12% +$39.8K 0.21% 78
2016
Q2 		$319K Buy
+6,154
New +$329K 0.19% 83

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

StrategIQ Financial Group's IEFA Position: Q4 2023 in Review

StrategIQ Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.89% in Q4 2023, buying an estimated $11.9K and bringing the position to 20,596 shares worth $1.45M. The position accounts for 0.16% of the portfolio, ranked #114.

StrategIQ Financial Group first reported a position in IEFA in Q2 2016 and has held it in 31 quarters since. The position peaked at $1.85M in Q4 2021. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • StrategIQ Financial Group held 20,596 shares of iShares Core MSCI EAFE ETF worth $1.45M as of Q4 2023.
  • StrategIQ Financial Group bought 181 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $11.9K.
  • iShares Core MSCI EAFE ETF made up 0.16% of StrategIQ Financial Group's portfolio in Q4 2023, its #114 holding.
  • StrategIQ Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 31 quarters since.
  • StrategIQ Financial Group's iShares Core MSCI EAFE ETF position peaked at $1.85M in Q4 2021.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.