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Sugarloaf Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$212K Hold
3,014
– – 0.04% 155
2024
Q3 		$235K Hold
3,014
– – 0.04% 142
2024
Q2 		$219K Hold
3,014
– – 0.04% 133
2024
Q1 		$224K Sell
3,014
-4,634
-61% -$330K 0.05% 134
2023
Q4 		$538K Sell
7,648
-347
-4% -$22.9K 0.13% 79
2023
Q3 		$514K Sell
7,995
-701
-8% -$46.9K 0.13% 79
2023
Q2 		$587K Sell
8,696
-916
-10% -$62.1K 0.14% 74
2023
Q1 		$643K Sell
9,612
-472
-5% -$30.9K 0.16% 61
2022
Q4 		$622K Sell
10,084
-218
-2% -$12.8K 0.16% 61
2022
Q3 		$543K Sell
10,302
-1,126
-10% -$66.2K 0.14% 71
2022
Q2 		$673K Sell
11,428
-228,817
-95% -$14.7M 0.17% 59
2022
Q1 		$16.7M Buy
240,245
+11,354
+5% +$803K 3.96% 6
2021
Q4 		$17.1M Buy
228,891
+14,370
+7% +$1.08M 4.05% 6
2021
Q3 		$15.9M Sell
214,521
-57,095
-21% -$4.34M 4.19% 6
2021
Q2 		$20.4M Buy
271,616
+269,974
+16,442% +$20.4M 5.55% 5
2021
Q1 		$17.8K Sell
1,642
-165,513
-99% -$11.8M 5.32% 5
2020
Q4 		$11.5M Buy
167,155
+4,456
+3% +$288K 3.87% 7
2020
Q3 		$9.85M Sell
162,699
-10,224
-6% -$617K 3.59% 6
2020
Q2 		$9.88M Sell
172,923
-2,361
-1% -$128K 3.79% 6
2020
Q1 		$8.74M Buy
175,284
+24,529
+16% +$1.46M 3.92% 5
2019
Q4 		$9.84M Buy
+150,755
New +$9.56M 4.18% 6

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Sugarloaf Wealth Management's IEFA Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q4 2024 at 3,014 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #155.

Sugarloaf Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 21 quarters since. The position peaked at $20.4M in Q2 2021. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Sugarloaf Wealth Management held 3,014 shares of iShares Core MSCI EAFE ETF worth $212K as of Q4 2024.
  • Sugarloaf Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q4 2024.
  • iShares Core MSCI EAFE ETF made up 0.04% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #155 holding.
  • Sugarloaf Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's iShares Core MSCI EAFE ETF position peaked at $20.4M in Q2 2021.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.