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

Triad Financial Advisors’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
-9,566
Closed -$563K – 105
2022
Q2 		$563K Buy
9,566
+184
+2% +$11.8K 0.31% 39
2022
Q1 		$652K Sell
9,382
-72
-0.8% -$5.09K 0.35% 37
2021
Q4 		$706K Buy
+9,454
New +$710K 0.42% 36

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

Triad Financial Advisors's IEFA Position: Q3 2022 in Review

Triad Financial Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 9,566 shares — an estimated $563K sold.

Triad Financial Advisors first reported a position in IEFA in Q4 2021 and held it in 3 quarters. The position peaked at $706K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Triad Financial Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Triad Financial Advisors sold 9,566 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $563K.
  • Triad Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 3 quarters.
  • Triad Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $706K in Q4 2021.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Triad Financial Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.