TD Ameritrade Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

TD Ameritrade Investment 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
2023 Q3	–	Sell	-3,641,061	Closed	-$246M	–	211
2023 Q2	$246M	Sell	3,641,061 -143,939	-4%	-$9.76M	2.61%	8
2023 Q1	$253M	Sell	3,785,000 -221,777	-6%	-$14.5M	2.6%	8
2022 Q4	$247M	Sell	4,006,777 -154,369	-4%	-$9.09M	2.48%	8
2022 Q3	$219M	Sell	4,161,146 -129,572	-3%	-$7.62M	2.19%	10
2022 Q2	$253M	Sell	4,290,718 -60,036	-1%	-$3.85M	2.24%	8
2022 Q1	$302M	Sell	4,350,754 -81,365	-2%	-$5.76M	2.25%	10
2021 Q4	$331M	Sell	4,432,119 -1,098,204	-20%	-$82.5M	2.31%	9
2021 Q3	$333M	Buy	5,530,323 +750,388	+16%	+$57.1M	2.73%	8
2021 Q2	$358M	Sell	4,779,935 -505,492	-10%	-$38.2M	2.54%	9
2021 Q1	$365M	Hold	5,285,427	–	–	2.78%	6
2020 Q4	$365M	Sell	5,285,427 -244,896	-4%	-$15.8M	2.78%	6
2020 Q3	$333M	Sell	5,530,323 -493,907	-8%	-$29.8M	2.73%	8
2020 Q2	$344M	Buy	6,024,230 +501,897	+9%	+$27.2M	2.89%	8
2020 Q1	$276M	Buy	5,522,333 +65,352	+1%	+$3.89M	2.55%	8
2019 Q4	$356M	Sell	5,456,981 -222,038	-4%	-$14.1M	2.7%	8
2019 Q3	$347M	Sell	5,679,019 -25,272	-0.4%	-$1.53M	2.77%	8
2019 Q2	$350M	Sell	5,704,291 -201,752	-3%	-$12.4M	2.85%	8
2019 Q1	$359M	Sell	5,906,043 -93,706	-2%	-$5.53M	3.01%	6
2018 Q4	$330M	Buy	5,999,749 +1,308,325	+28%	+$76.7M	3.05%	7
2018 Q3	$301M	Buy	4,691,424 +703,470	+18%	+$44.8M	2.45%	11
2018 Q2	$253M	Buy	3,987,954 +3,874,544	+3,416%	+$256M	2.16%	11
2018 Q1	$7.47M	Buy	113,410 +113,317	+121,846%	+$7.61M	0.08%	46
2017 Q4	$6K	Buy	+93	New	+$6.06K	﹤0.01%	102

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TD Ameritrade Investment Management's IEFA Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 3,641,061 shares — an estimated $246M sold.

TD Ameritrade Investment Management first reported a position in IEFA in Q4 2017 and held it in 23 quarters. The position peaked at $365M in Q1 2021. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

TD Ameritrade Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
TD Ameritrade Investment Management sold 3,641,061 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $246M.
TD Ameritrade Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 23 quarters.
TD Ameritrade Investment Management's iShares Core MSCI EAFE ETF position peaked at $365M in Q1 2021.
1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.