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

Transparent Wealth 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
2022
Q2 		– Sell
-139,953
Closed -$9.73M – 37
2022
Q1 		$9.73M Buy
+139,953
New +$9.9M 8.21% 4

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Jones Financial Companies
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Envestnet Asset Management
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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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Transparent Wealth Partners's IEFA Position: Q2 2022 in Review

Transparent Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2022, closing a stake of 139,953 shares — an estimated $9.73M sold.

Transparent Wealth Partners first reported a position in IEFA in Q1 2022 and held it in 1 quarter. The position peaked at $9.73M in Q1 2022. 1,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2022.

  • Transparent Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
  • Transparent Wealth Partners sold 139,953 iShares Core MSCI EAFE ETF shares in Q2 2022, an estimated $9.73M.
  • Transparent Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and held it in 1 quarter.
  • Transparent Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $9.73M in Q1 2022.
  • 1,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2022.

Based on Transparent Wealth Partners's 13F filing for Q2 2022, filed 15 Aug 2022.