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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
$522K Sell
7,422
-925
-11% -$61K 0.04% 236
2023
Q3
$537K Sell
8,347
-3,073
-27% -$206K 0.05% 208
2023
Q2
$771K Buy
11,420
+784
+7% +$53.2K 0.07% 182
2023
Q1
$711K Buy
+10,636
New +$697K 0.06% 188
2022
Q4
Sell
-4,588
Closed -$242K 336
2022
Q3
$242K Buy
+4,588
New +$270K 0.02% 281

Other funds holding IEFA

Telemus Capital's IEFA Position: Q4 2023 in Review

Telemus Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q4 2023, selling an estimated $61K and leaving 7,422 shares worth $522K. The position accounts for 0.04% of the portfolio, ranked #236.

Telemus Capital first reported a position in IEFA in Q3 2022 and has held it in 5 quarters since. The position peaked at $771K in Q2 2023. 1,743 funds tracked by Wall St. Rank hold IEFA as of Q4 2023.

  • Telemus Capital held 7,422 shares of iShares Core MSCI EAFE ETF worth $522K as of Q4 2023.
  • Telemus Capital sold 925 iShares Core MSCI EAFE ETF shares in Q4 2023, an estimated $61K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Telemus Capital's portfolio in Q4 2023, its #236 holding.
  • Telemus Capital first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 5 quarters since.
  • Telemus Capital's iShares Core MSCI EAFE ETF position peaked at $771K in Q2 2023.
  • 1,743 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.