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

TrinityPoint 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
2024
Q4 		$428K Buy
6,085
+477
+9% +$35.2K 0.06% 239
2024
Q3 		$438K Buy
5,608
+711
+15% +$53.2K 0.06% 233
2024
Q2 		$356K Buy
4,897
+414
+9% +$30.5K 0.06% 237
2024
Q1 		$333K Buy
+4,483
New +$319K 0.06% 238

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

TrinityPoint Wealth's IEFA Position: Q4 2024 in Review

TrinityPoint Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.5% in Q4 2024, buying an estimated $35.2K and bringing the position to 6,085 shares worth $428K. The position accounts for 0.06% of the portfolio, ranked #239.

TrinityPoint Wealth first reported a position in IEFA in Q1 2024 and has held it in 4 quarters since. The position peaked at $438K in Q3 2024. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • TrinityPoint Wealth held 6,085 shares of iShares Core MSCI EAFE ETF worth $428K as of Q4 2024.
  • TrinityPoint Wealth bought 477 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $35.2K.
  • iShares Core MSCI EAFE ETF made up 0.06% of TrinityPoint Wealth's portfolio in Q4 2024, its #239 holding.
  • TrinityPoint Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 4 quarters since.
  • TrinityPoint Wealth's iShares Core MSCI EAFE ETF position peaked at $438K in Q3 2024.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.