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Surevest’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Surevest’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
2022
Q3 		$53K Hold
1,015
– – 0.01% 186
2022
Q2 		$60K Hold
1,015
– – 0.02% 192
2022
Q1 		$71K Sell
1,015
-853
-46% -$60.3K 0.02% 167
2021
Q4 		$139K Buy
+1,868
New +$140K 0.03% 133

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Surevest's IEFA Position: Q3 2022 in Review

Surevest held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2022 at 1,015 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #186.

Surevest first reported a position in IEFA in Q4 2021 and has held it in 4 quarters since. The position peaked at $139K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Surevest held 1,015 shares of iShares Core MSCI EAFE ETF worth $53K as of Q3 2022.
  • Surevest left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2022.
  • iShares Core MSCI EAFE ETF made up 0.01% of Surevest's portfolio in Q3 2022, its #186 holding.
  • Surevest first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 4 quarters since.
  • Surevest's iShares Core MSCI EAFE ETF position peaked at $139K in Q4 2021.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.