SCP
IEFA icon

Syntal Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Syntal Capital 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
2022
Q3 		– Sell
-228,772
Closed -$13.5M – 96
2022
Q2 		$13.5M Sell
228,772
-22,594
-9% -$1.45M 5.96% 4
2022
Q1 		$17.5M Sell
251,366
-3,230
-1% -$228K 6.83% 4
2021
Q4 		$19M Sell
254,596
-3,012
-1% -$226K 8.15% 2
2021
Q3 		$19.1M Sell
257,608
-44,332
-15% -$3.37M 6.61% 4
2021
Q2 		$22.6M Buy
301,940
+9,811
+3% +$741K 7.97% 2
2021
Q1 		$21M Buy
292,129
+159,577
+120% +$11.4M 7.96% 2
2020
Q4 		$9.16K Sell
132,552
-12,564
-9% -$812K 1.15% 6
2020
Q3 		$8.75M Sell
145,116
-28,299
-16% -$1.71M 3.93% 5
2020
Q2 		$9.91M Sell
173,415
-86,884
-33% -$4.71M 4.68% 5
2020
Q1 		$13M Sell
260,299
-55,590
-18% -$3.31M 8.57% 4
2019
Q4 		$20.6M Sell
315,889
-75,130
-19% -$4.77M 11.52% 2
2019
Q3 		$23.9M Sell
391,019
-67,655
-15% -$4.08M 6.19% 2
2019
Q2 		$28.2M Sell
458,674
-2,266
-0.5% -$139K 6.06% 2
2019
Q1 		$28M Buy
+460,940
New +$27.2M 12.64% 2
2017
Q1 		– Sell
-6,213
Closed -$333K – 103
2016
Q4 		$333K Buy
+6,213
New +$334K 0.31% 55
2015
Q4 		– Sell
-258,991
Closed -$13.7M – 105
2015
Q3 		$13.7M Buy
258,991
+3,227
+1% +$183K 19.23% 1
2015
Q2 		$14.9K Buy
255,764
+251,825
+6,393% +$15.3M 14.78% 2
2015
Q1 		$230K Sell
3,939
-107,584
-96% -$6.17M 0.28% 37
2014
Q4 		$6.52M Sell
111,523
-511
-0.5% -$29K 3.85% 5
2014
Q3 		$6.52M Sell
112,034
-1,082
-1% -$65.7K 3.23% 8
2014
Q2 		$7.04M Sell
113,116
-343
-0.3% -$21.3K 3.41% 7
2014
Q1 		$6.93K Buy
+113,459
New +$6.8M 4.06% 8

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

Syntal Capital Partners's IEFA Position: Q3 2022 in Review

Syntal Capital Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 228,772 shares — an estimated $13.5M sold.

Syntal Capital Partners first reported a position in IEFA in Q1 2014 and held it in 22 quarters. The position peaked at $28.2M in Q2 2019. 1,412 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Syntal Capital Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Syntal Capital Partners sold 228,772 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $13.5M.
  • Syntal Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2014 and held it in 22 quarters.
  • Syntal Capital Partners's iShares Core MSCI EAFE ETF position peaked at $28.2M in Q2 2019.
  • 1,412 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Syntal Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.