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Tyler-Stone Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-74
Closed -$5.38K – 594
2024
Q2 		$5.38K Hold
74
– – ﹤0.01% 745
2024
Q1 		$5.49K Hold
74
– – ﹤0.01% 740
2023
Q4 		$5.21K Hold
74
– – ﹤0.01% 722
2023
Q3 		$5K Hold
74
– – ﹤0.01% 709
2023
Q2 		$5K Buy
+74
New +$5.02K ﹤0.01% 699
2022
Q4 		$5K Hold
74
– – ﹤0.01% 656
2022
Q3 		$4K Buy
+74
New +$4.35K ﹤0.01% 669

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tyler-Stone Wealth Management's IEFA Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2024, closing a stake of 74 shares — an estimated $5.38K sold.

Tyler-Stone Wealth Management first reported a position in IEFA in Q3 2022 and held it in 7 quarters. The position peaked at $5.49K in Q1 2024. 1,853 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 74 iShares Core MSCI EAFE ETF shares in Q3 2024, an estimated $5.38K.
  • Tyler-Stone Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and held it in 7 quarters.
  • Tyler-Stone Wealth Management's iShares Core MSCI EAFE ETF position peaked at $5.49K in Q1 2024.
  • 1,853 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.