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Sweet Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sweet Financial Partners’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 		$1.07M Buy
13,755
+400
+3% +$29.9K 0.23% 80
2024
Q2 		$970K Hold
13,355
– – 0.22% 78
2024
Q1 		$991K Hold
13,355
– – 0.23% 82
2023
Q4 		$940K Hold
13,355
– – 0.22% 77
2023
Q3 		$859K Buy
13,355
+1,590
+14% +$106K 0.23% 74
2023
Q2 		$794K Sell
11,765
-22,878
-66% -$1.55M 0.21% 75
2023
Q1 		$2.32M Buy
34,643
+22,326
+181% +$1.46M 0.64% 26
2022
Q4 		$759K Hold
12,317
– – 0.22% 65
2022
Q3 		$649K Hold
12,317
– – 0.21% 68
2022
Q2 		$725K Sell
12,317
-49
-0.4% -$3.14K 0.23% 66
2022
Q1 		$860K Sell
12,366
-3,284
-21% -$232K 0.23% 57
2021
Q4 		$1.17M Buy
+15,650
New +$1.18M 0.48% 29

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sweet Financial Partners's IEFA Position: Q3 2024 in Review

Sweet Financial Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q3 2024, buying an estimated $29.9K and bringing the position to 13,755 shares worth $1.07M. The position accounts for 0.23% of the portfolio, ranked #80.

Sweet Financial Partners first reported a position in IEFA in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.32M in Q1 2023. 1,856 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Sweet Financial Partners held 13,755 shares of iShares Core MSCI EAFE ETF worth $1.07M as of Q3 2024.
  • Sweet Financial Partners bought 400 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $29.9K.
  • iShares Core MSCI EAFE ETF made up 0.23% of Sweet Financial Partners's portfolio in Q3 2024, its #80 holding.
  • Sweet Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 12 quarters since.
  • Sweet Financial Partners's iShares Core MSCI EAFE ETF position peaked at $2.32M in Q1 2023.
  • 1,856 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.