Veritable’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-31,932
| Closed | -$2.16M | – | 375 |
|
|
2023
Q2 | $2.16M | Buy |
31,932
+13,367
| +72% | +$906K | 0.03% | 230 |
|
|
2023
Q1 | $1.24M | Buy |
18,565
+4,246
| +30% | +$278K | 0.02% | 317 |
|
|
2022
Q4 | $883K | Sell |
14,319
-8,794
| -38% | -$518K | 0.02% | 395 |
|
|
2022
Q3 | $1.22M | Buy |
23,113
+1,090
| +5% | +$64.1K | 0.02% | 295 |
|
|
2022
Q2 | $1.3M | Sell |
22,023
-211
| -0.9% | -$13.5K | 0.02% | 313 |
|
|
2022
Q1 | $1.54M | Buy |
22,234
+40
| +0.2% | +$2.83K | 0.02% | 302 |
|
|
2021
Q4 | $1.66M | Sell |
22,194
-4,055
| -15% | -$305K | 0.02% | 291 |
|
|
2021
Q3 | $1.95M | Sell |
26,249
-2,863
| -10% | -$218K | 0.03% | 245 |
|
|
2021
Q2 | $2.18M | Hold |
29,112
| – | – | 0.03% | 233 |
|
|
2021
Q1 | $2.1M | Sell |
29,112
-109
| -0.4% | -$7.79K | 0.04% | 224 |
|
|
2020
Q4 | $2.02M | Sell |
29,221
-1,171
| -4% | -$75.7K | 0.04% | 212 |
|
|
2020
Q3 | $1.83M | Buy |
30,392
+199
| +0.7% | +$12K | 0.04% | 220 |
|
|
2020
Q2 | $1.73M | Sell |
30,193
-3,122
| -9% | -$169K | 0.04% | 219 |
|
|
2020
Q1 | $1.66M | Buy |
33,315
+4,025
| +14% | +$240K | 0.04% | 213 |
|
|
2019
Q4 | $1.91M | Buy |
29,290
+1,900
| +7% | +$121K | 0.04% | 239 |
|
|
2019
Q3 | $1.67M | Buy |
27,390
+1,400
| +5% | +$84.5K | 0.03% | 244 |
|
|
2019
Q2 | $1.6M | Sell |
25,990
-434
| -2% | -$26.6K | 0.03% | 246 |
|
|
2019
Q1 | $1.61M | Sell |
26,424
-1,580
| -6% | -$93.3K | 0.03% | 247 |
|
|
2018
Q4 | $1.54M | Sell |
28,004
-27,227
| -49% | -$1.6M | 0.04% | 238 |
|
|
2018
Q3 | $3.54M | Hold |
55,231
| – | – | 0.07% | 152 |
|
|
2018
Q2 | $3.5M | Buy |
55,231
+40,943
| +287% | +$2.71M | 0.07% | 149 |
|
|
2018
Q1 | $941K | Buy |
14,288
+2,163
| +18% | +$145K | 0.02% | 345 |
|
|
2017
Q4 | $801K | Sell |
12,125
-9,710
| -44% | -$633K | 0.02% | 387 |
|
|
2017
Q3 | $1.4M | Hold |
21,835
| – | – | 0.03% | 285 |
|
|
2017
Q2 | $1.33M | Buy |
21,835
+8,135
| +59% | +$491K | 0.03% | 296 |
|
|
2017
Q1 | $794K | Sell |
13,700
-1,700
| -11% | -$95.6K | 0.02% | 377 |
|
|
2016
Q4 | $826K | Buy |
+15,400
| New | +$827K | 0.02% | 350 |
|
|
2015
Q2 | – | Sell |
-8,937
| Closed | -$523K | – | 805 |
|
|
2015
Q1 | $523K | Hold |
8,937
| – | – | 0.01% | 594 |
|
|
2014
Q4 | $494K | Buy |
8,937
+2,937
| +49% | +$167K | 0.01% | 607 |
|
|
2014
Q3 | $349K | Buy |
6,000
+300
| +5% | +$18.2K | 0.01% | 723 |
|
|
2014
Q2 | $355K | Buy |
5,700
+350
| +7% | +$21.7K | 0.01% | 710 |
|
|
2014
Q1 | $327K | Hold |
5,350
| – | – | 0.01% | 704 |
|
|
2013
Q4 | $325K | Buy |
5,350
+350
| +7% | +$20.7K | 0.01% | 690 |
|
|
2013
Q3 | $288K | Buy |
+5,000
| New | +$276K | 0.01% | 742 |
|
Other funds holding IEFA
RJA
Veritable's IEFA Position: Q3 2023 in Review
Veritable sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2023, closing a stake of 31,932 shares — an estimated $2.16M sold.
Veritable first reported a position in IEFA in Q3 2013 and held it in 34 quarters. The position peaked at $3.54M in Q3 2018. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q3 2023.
- Veritable reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2023 after selling out during the quarter.
- Veritable sold 31,932 iShares Core MSCI EAFE ETF shares in Q3 2023, an estimated $2.16M.
- Veritable first reported a position in iShares Core MSCI EAFE ETF in Q3 2013 and held it in 34 quarters.
- Veritable's iShares Core MSCI EAFE ETF position peaked at $3.54M in Q3 2018.
- 1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2023.
Based on Veritable's 13F filing for Q3 2023.