T
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TCWP’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

TCWP’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 		– Sell
-12,258
Closed -$890K – 25
2024
Q2 		$890K Buy
12,258
+2,585
+27% +$190K 2.18% 13
2024
Q1 		$718K Hold
9,673
– – 1.91% 14
2023
Q4 		$680K Sell
9,673
-1,322
-12% -$87.1K 1.92% 16
2023
Q3 		$708K Sell
10,995
-6,819
-38% -$457K 0.54% 52
2023
Q2 		$1.2M Sell
17,814
-696
-4% -$47.2K 0.26% 81
2023
Q1 		$1.24M Sell
18,510
-4,132
-18% -$271K 0.23% 91
2022
Q4 		$1.4M Sell
22,642
-15,074
-40% -$887K 0.28% 89
2022
Q3 		$1.99M Sell
37,716
-3,192
-8% -$188K 0.42% 75
2022
Q2 		$2.41M Sell
40,908
-32,190
-44% -$2.07M 0.51% 56
2022
Q1 		$5.08M Sell
73,098
-81,525
-53% -$5.77M 0.92% 24
2021
Q4 		$11.5M Buy
+154,623
New +$11.6M 2.29% 4

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TCWP's IEFA Position: Q3 2024 in Review

TCWP sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 12,258 shares — an estimated $890K sold.

TCWP first reported a position in IEFA in Q4 2021 and held it in 11 quarters. The position peaked at $11.5M in Q4 2021. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • TCWP reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 12,258 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $890K.
  • TCWP first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 11 quarters.
  • TCWP's iShares Core MSCI EAFE ETF position peaked at $11.5M in Q4 2021.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.