Titus Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Titus Wealth Management’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
2022 Q2	$6.59M	Buy	111,964 +1,076	+1%	+$69K	3.3%	7
2022 Q1	$7.71M	Buy	110,888 +4,432	+4%	+$313K	3.47%	6
2021 Q4	$7.95M	Buy	106,456 +1,637	+2%	+$123K	3.58%	6
2021 Q3	$7.79M	Buy	104,819 +853	+0.8%	+$64.9K	4.09%	6
2021 Q2	$7.78M	Buy	103,966 +1,145	+1%	+$86.4K	4.22%	6
2021 Q1	$7.41M	Buy	102,821 +914	+0.9%	+$65.3K	4.33%	6
2020 Q4	$7.04M	Buy	101,907 +780	+0.8%	+$50.4K	4.32%	6
2020 Q3	$6.1M	Sell	101,127 -38	-0%	-$2.29K	4.35%	6
2020 Q2	$5.78M	Buy	101,165 +560	+0.6%	+$30.3K	4.56%	5
2020 Q1	$5.02M	Sell	100,605 -308	-0.3%	-$18.3K	4.74%	4
2019 Q4	$6.58M	Buy	100,913 +1,038	+1%	+$65.8K	6.6%	2
2019 Q3	$6.1M	Buy	99,875 +10,166	+11%	+$614K	5.58%	3
2019 Q2	$551K	Sell	89,709 -13,662	-13%	-$837K	0.54%	37
2019 Q1	$6.28K	Sell	103,371 -4,489	-4%	-$265K	5.54%	4
2018 Q4	$5.93K	Buy	+107,860	New	+$6.33M	5.06%	4

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Titus Wealth Management's IEFA Position: Q2 2022 in Review

Titus Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.97% in Q2 2022, buying an estimated $69K and bringing the position to 111,964 shares worth $6.59M. The position accounts for 3.3% of the portfolio, ranked #7.

Titus Wealth Management first reported a position in IEFA in Q4 2018 and has held it in 15 quarters since. The position peaked at $7.95M in Q4 2021. 1,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

Titus Wealth Management held 111,964 shares of iShares Core MSCI EAFE ETF worth $6.59M as of Q2 2022.
Titus Wealth Management bought 1,076 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $69K.
iShares Core MSCI EAFE ETF made up 3.3% of Titus Wealth Management's portfolio in Q2 2022, its #7 holding.
Titus Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 15 quarters since.
Titus Wealth Management's iShares Core MSCI EAFE ETF position peaked at $7.95M in Q4 2021.
1,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.