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Tilia Fiduciary Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tilia Fiduciary Partners’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
-420
Closed -$28.4K – 261
2023
Q2 		$28.4K Hold
420
– – 0.03% 266
2023
Q1 		$28.1K Hold
420
– – 0.03% 265
2022
Q4 		$25.9K Hold
420
– – 0.02% 259
2022
Q3 		$22K Sell
420
-661
-61% -$38.9K 0.02% 277
2022
Q2 		$62K Sell
1,081
-21
-2% -$1.35K 0.06% 183
2022
Q1 		$77K Hold
1,102
– – 0.07% 174
2021
Q4 		$82K Buy
+1,102
New +$82.8K 0.07% 173

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
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

Tilia Fiduciary Partners's IEFA Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 420 shares — an estimated $28.4K sold.

Tilia Fiduciary Partners first reported a position in IEFA in Q4 2021 and held it in 7 quarters. The position peaked at $82K in Q4 2021. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 420 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $28.4K.
  • Tilia Fiduciary Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's iShares Core MSCI EAFE ETF position peaked at $82K in Q4 2021.
  • 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.