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

Tyche 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
2024
Q1 		– Sell
-3,660
Closed -$257K – 295
2023
Q4 		$257K Buy
+3,660
New +$241K 0.06% 232

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TIAA Trust, National Association
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UBS AM
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Wells Fargo
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Tyche Wealth Partners's IEFA Position: Q1 2024 in Review

Tyche Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2024, closing a stake of 3,660 shares — an estimated $257K sold.

Tyche Wealth Partners first reported a position in IEFA in Q4 2023 and held it in 1 quarter. The position peaked at $257K in Q4 2023. 1,785 funds tracked by Wall St. Rank hold IEFA as of Q1 2024.

  • Tyche Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2024 after selling out during the quarter.
  • Tyche Wealth Partners sold 3,660 iShares Core MSCI EAFE ETF shares in Q1 2024, an estimated $257K.
  • Tyche Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 1 quarter.
  • Tyche Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $257K in Q4 2023.
  • 1,785 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2024.

Based on Tyche Wealth Partners's 13F filing for Q1 2024, filed 23 Apr 2024.