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IEFA icon

TRUADVICE’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

TRUADVICE’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
2023
Q3 		$259K Sell
4,020
-431
-10% -$28.9K 0.1% 191
2023
Q2 		$302K Buy
4,451
+310
+7% +$21K 0.11% 182
2023
Q1 		$285K Buy
+4,141
New +$271K 0.11% 182
2021
Q3 		– Sell
-6,465
Closed -$486K – 196
2021
Q2 		$486K Sell
6,465
-162
-2% -$12.2K 0.11% 173
2021
Q1 		$499K Buy
6,627
+314
+5% +$22.4K 0.15% 130
2020
Q4 		$439K Sell
6,313
-8,575
-58% -$554K 0.13% 153
2020
Q3 		$913K Buy
+14,888
New +$898K 0.37% 68

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TRUADVICE's IEFA Position: Q3 2023 in Review

TRUADVICE reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.7% in Q3 2023, selling an estimated $28.9K and leaving 4,020 shares worth $259K. The position accounts for 0.1% of the portfolio, ranked #191.

TRUADVICE first reported a position in IEFA in Q3 2020 and has held it in 7 quarters since. The position peaked at $913K in Q3 2020. 1,579 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.

  • TRUADVICE held 4,020 shares of iShares Core MSCI EAFE ETF worth $259K as of Q3 2023.
  • TRUADVICE sold 431 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $28.9K.
  • iShares Core MSCI EAFE ETF made up 0.1% of TRUADVICE's portfolio in Q3 2023, its #191 holding.
  • TRUADVICE first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 7 quarters since.
  • TRUADVICE's iShares Core MSCI EAFE ETF position peaked at $913K in Q3 2020.
  • 1,579 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.