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Tempus Wealth Planning’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tempus Wealth Planning’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
-3,980
Closed -$289K – 223
2024
Q2 		$289K Buy
+3,980
New +$293K 0.12% 160

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

Tempus Wealth Planning's IEFA Position: Q3 2024 in Review

Tempus Wealth Planning sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 3,980 shares — an estimated $289K sold.

Tempus Wealth Planning first reported a position in IEFA in Q2 2024 and held it in 1 quarter. The position peaked at $289K in Q2 2024. 1,856 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Tempus Wealth Planning reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Tempus Wealth Planning sold 3,980 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $289K.
  • Tempus Wealth Planning first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and held it in 1 quarter.
  • Tempus Wealth Planning's iShares Core MSCI EAFE ETF position peaked at $289K in Q2 2024.
  • 1,856 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Tempus Wealth Planning's 13F filing for Q3 2024, filed 22 Oct 2024.