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

Tradition 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
2024
Q1 		– Sell
-1,018
Closed -$72K – 770
2023
Q4 		$72K Sell
1,018
-99
-9% -$6.53K 0.01% 544
2023
Q3 		$72K Hold
1,117
– – 0.01% 521
2023
Q2 		$75K Buy
1,117
+4
+0.4% +$271 0.01% 525
2023
Q1 		$74K Buy
1,113
+473
+74% +$31K 0.01% 518
2022
Q4 		$39K Sell
640
-3,416
-84% -$201K 0.01% 589
2022
Q3 		$214K Buy
4,056
+156
+4% +$9.17K 0.03% 247
2022
Q2 		$230K Buy
3,900
+550
+16% +$35.3K 0.03% 247
2022
Q1 		$233K Buy
3,350
+65
+2% +$4.6K 0.03% 278
2021
Q4 		$245K Buy
3,285
+329
+11% +$24.7K 0.03% 274
2021
Q3 		$220K Buy
2,956
+72
+2% +$5.48K 0.03% 262
2021
Q2 		$216K Sell
2,884
-1
-0% -$75 0.03% 274
2021
Q1 		$208K Sell
2,885
-13,496
-82% -$964K 0.04% 248
2020
Q4 		$1.13M Buy
+16,381
New +$1.06M 0.22% 95

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
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tradition Wealth Management's IEFA Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 1,018 shares — an estimated $72K sold.

Tradition Wealth Management first reported a position in IEFA in Q4 2020 and held it in 13 quarters. The position peaked at $1.13M in Q4 2020. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Tradition Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,018 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $72K.
  • Tradition Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 13 quarters.
  • Tradition Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.13M in Q4 2020.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.