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

V Wealth 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
Q4 		– Sell
-4,538
Closed -$239K – 383
2022
Q3 		$239K Sell
4,538
-14,330
-76% -$843K 0.05% 328
2022
Q2 		$1.11M Sell
18,868
-8,958
-32% -$575K 0.21% 118
2022
Q1 		$1.93M Buy
27,826
+5,512
+25% +$390K 0.31% 68
2021
Q4 		$1.67M Buy
22,314
+2,842
+15% +$214K 0.24% 90
2021
Q3 		$1.45M Sell
19,472
-694
-3% -$52.8K 0.22% 107
2021
Q2 		$1.51M Sell
20,166
-2,576
-11% -$194K 0.24% 103
2021
Q1 		$1.64M Buy
22,742
+4,487
+25% +$321K 0.3% 78
2020
Q4 		$1.26M Buy
18,255
+14,465
+382% +$935K 0.26% 100
2020
Q3 		$228K Sell
3,790
-40
-1% -$2.41K 0.16% 152
2020
Q2 		$218K Sell
3,830
-19,020
-83% -$1.03M 0.06% 320
2020
Q1 		$1.14M Buy
22,850
+3,826
+20% +$228K 0.36% 70
2019
Q4 		$1.16M Hold
19,024
– – 0.42% 64
2019
Q3 		$1.16M Buy
19,024
+708
+4% +$42.7K 0.42% 64
2019
Q2 		$1.11M Buy
18,316
+381
+2% +$23.3K 0.42% 69
2019
Q1 		$1.1M Sell
17,935
-777
-4% -$45.9K 0.45% 63
2018
Q4 		$1.07M Buy
18,712
+332
+2% +$19.5K 0.54% 53
2018
Q3 		$1.18M Buy
18,380
+341
+2% +$21.7K 0.54% 51
2018
Q2 		$1.16M Buy
18,039
+624
+4% +$41.3K 0.65% 44
2018
Q1 		$1.12M Buy
17,415
+1,045
+6% +$70.2K 0.6% 50
2017
Q4 		$1.13M Buy
16,370
+362
+2% +$23.6K 0.57% 53
2017
Q3 		$1.02M Sell
16,008
-30,910
-66% -$1.93M 0.52% 51
2017
Q2 		$2.84M Buy
46,918
+20,715
+79% +$1.25M 1.33% 10
2017
Q1 		$1.51M Buy
+26,203
New +$1.47M 0.93% 35

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

V Wealth Advisors's IEFA Position: Q4 2022 in Review

V Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 4,538 shares — an estimated $239K sold.

V Wealth Advisors first reported a position in IEFA in Q1 2017 and held it in 23 quarters. The position peaked at $2.84M in Q2 2017. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • V Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • V Wealth Advisors sold 4,538 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $239K.
  • V Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and held it in 23 quarters.
  • V Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $2.84M in Q2 2017.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on V Wealth Advisors's 13F filing for Q4 2022, filed 20 Jan 2023.