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

Transform Wealth’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
Q3 		– Sell
-6,854
Closed -$403K – 191
2022
Q2 		$403K Hold
6,854
– – 0.06% 144
2022
Q1 		$476K Sell
6,854
-2,748
-29% -$194K 0.05% 158
2021
Q4 		$717K Buy
9,602
+302
+3% +$22.7K 0.07% 136
2021
Q3 		$691K Buy
9,300
+6,295
+209% +$479K 0.08% 142
2021
Q2 		$225K Buy
+3,005
New +$227K 0.03% 214
2021
Q1 		– Sell
-15,158
Closed -$1.05M – 200
2020
Q4 		$1.05M Sell
15,158
-579
-4% -$37.4K 0.22% 102
2020
Q3 		$949K Buy
+15,737
New +$949K 0.15% 103

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
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 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 $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
LPL Financial
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Transform Wealth's IEFA Position: Q3 2022 in Review

Transform Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 6,854 shares — an estimated $403K sold.

Transform Wealth first reported a position in IEFA in Q3 2020 and held it in 7 quarters. The position peaked at $1.05M in Q4 2020. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Transform Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Transform Wealth sold 6,854 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $403K.
  • Transform Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and held it in 7 quarters.
  • Transform Wealth's iShares Core MSCI EAFE ETF position peaked at $1.05M in Q4 2020.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Transform Wealth's 13F filing for Q3 2022, filed 21 Oct 2022.