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

Vance 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
2022
Q4 		– Sell
-11,214
Closed -$591K – 77
2022
Q3 		$591K Sell
11,214
-5,248
-32% -$309K 0.45% 31
2022
Q2 		$969K Buy
+16,462
New +$1.06M 0.75% 24

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

Vance Wealth's IEFA Position: Q4 2022 in Review

Vance Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 11,214 shares — an estimated $591K sold.

Vance Wealth first reported a position in IEFA in Q2 2022 and held it in 2 quarters. The position peaked at $969K in Q2 2022. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Vance Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Vance Wealth sold 11,214 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $591K.
  • Vance Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and held it in 2 quarters.
  • Vance Wealth's iShares Core MSCI EAFE ETF position peaked at $969K in Q2 2022.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Vance Wealth's 13F filing for Q4 2022, filed 27 Jan 2023.