Ten Capital Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ten Capital Wealth Advisors’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 Q2	$1.12M	Sell	16,639 -181	-1%	-$12.3K	0.33%	36
2023 Q1	$1.12M	Buy	16,820 +74	+0.4%	+$4.85K	0.37%	34
2022 Q4	$1.03M	Buy	16,746 +1,442	+9%	+$84.9K	0.41%	33
2022 Q3	$806K	Buy	15,304 +1,448	+10%	+$85.1K	0.37%	37
2022 Q2	$815K	Buy	13,856 +13,426	+3,122%	+$861K	0.35%	38
2022 Q1	$30K	Hold	430	–	–	0.01%	172
2021 Q4	$32K	Hold	430	–	–	0.01%	174
2021 Q3	$32K	Sell	430 -79,783	-99%	-$6.07M	0.02%	168
2021 Q2	$6M	Buy	80,213 +106	+0.1%	+$8K	1.36%	21
2021 Q1	$5.77M	Buy	80,107 +3,117	+4%	+$223K	1.41%	21
2020 Q4	$5.32M	Buy	76,990 +1,922	+3%	+$124K	1.48%	21
2020 Q3	$4.53M	Buy	+75,068	New	+$4.53M	1.52%	23

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 FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Ten Capital Wealth Advisors's IEFA Position: Q2 2023 in Review

Ten Capital Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q2 2023, selling an estimated $12.3K and leaving 16,639 shares worth $1.12M. The position accounts for 0.33% of the portfolio, ranked #36.

Ten Capital Wealth Advisors first reported a position in IEFA in Q3 2020 and has held it in 12 quarters since. The position peaked at $6M in Q2 2021. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

Ten Capital Wealth Advisors held 16,639 shares of iShares Core MSCI EAFE ETF worth $1.12M as of Q2 2023.
Ten Capital Wealth Advisors sold 181 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $12.3K.
iShares Core MSCI EAFE ETF made up 0.33% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #36 holding.
Ten Capital Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 12 quarters since.
Ten Capital Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $6M in Q2 2021.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.