TimeScale Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

TimeScale Financial’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	$132K	Buy	1,952 +179	+10%	+$12.1K	0.03%	132
2023 Q1	$119K	Buy	+1,773	New	+$116K	0.03%	135
2022 Q3	–	Sell	-293	Closed	-$17K	–	560
2022 Q2	$17K	Hold	293	–	–	﹤0.01%	234
2022 Q1	$20K	Hold	293	–	–	﹤0.01%	235
2021 Q4	$22K	Hold	293	–	–	﹤0.01%	234
2021 Q3	$22K	Hold	293	–	–	0.01%	237
2021 Q2	$22K	Buy	+293	New	+$22.1K	0.01%	237
2021 Q1	–	Sell	-210	Closed	-$15K	–	523
2020 Q4	$15K	Hold	210	–	–	﹤0.01%	251
2020 Q3	$13K	Hold	210	–	–	﹤0.01%	261
2020 Q2	$12K	Buy	+210	New	+$11.4K	﹤0.01%	273
2020 Q1	–	Sell	-349	Closed	-$20.8K	–	461
2019 Q4	$22K	Hold	349	–	–	0.01%	260
2019 Q3	$21K	Hold	349	–	–	0.01%	270
2019 Q2	$21K	Buy	+349	New	+$21.4K	0.01%	274

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

TimeScale Financial's IEFA Position: Q2 2023 in Review

TimeScale Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2023, buying an estimated $12.1K and bringing the position to 1,952 shares worth $132K. The position accounts for 0.03% of the portfolio, ranked #132.

TimeScale Financial first reported a position in IEFA in Q2 2019 and has held it in 13 quarters since. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

TimeScale Financial held 1,952 shares of iShares Core MSCI EAFE ETF worth $132K as of Q2 2023.
TimeScale Financial bought 179 iShares Core MSCI EAFE ETF shares in Q2 2023, an estimated $12.1K.
iShares Core MSCI EAFE ETF made up 0.03% of TimeScale Financial's portfolio in Q2 2023, its #132 holding.
TimeScale Financial first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 13 quarters since.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on TimeScale Financial's 13F filing for Q2 2023, filed 27 Jul 2023.