Vigilant Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vigilant Capital 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
2023 Q2	$7K	Hold	110	–	–	﹤0.01%	416
2023 Q1	$7K	Sell	110 -961	-90%	-$63K	﹤0.01%	405
2022 Q4	$66K	Sell	1,071 -2,068	-66%	-$122K	0.01%	245
2022 Q3	$165K	Sell	3,139 -1,292	-29%	-$76K	0.02%	159
2022 Q2	$261K	Buy	4,431 +661	+18%	+$42.4K	0.02%	132
2022 Q1	$262K	Sell	3,770 -484	-11%	-$34.2K	0.02%	148
2021 Q4	$318K	Sell	4,254 -1,056	-20%	-$79.4K	0.02%	152
2021 Q3	$394K	Sell	5,310 -1,744	-25%	-$133K	0.03%	104
2021 Q2	$528K	Buy	+7,054	New	+$533K	0.04%	82
2021 Q1	–	Sell	-66	Closed	-$5K	–	373
2020 Q4	$5K	Buy	66 +30	+83%	+$1.94K	﹤0.01%	312
2020 Q3	$2K	Buy	+36	New	+$2.17K	﹤0.01%	342
2019 Q3	–	Sell	-506	Closed	-$31K	–	395
2019 Q2	$31K	Buy	+506	New	+$31K	﹤0.01%	292
2018 Q4	–	Sell	-500	Closed	-$32K	–	472
2018 Q3	$32K	Sell	500 -600	-55%	-$38.3K	﹤0.01%	319
2018 Q2	$70K	Sell	1,100 -168	-13%	-$11.1K	0.01%	218
2018 Q1	$84K	Hold	1,268	–	–	0.01%	180
2017 Q4	$84K	Buy	1,268 +168	+15%	+$11K	0.01%	181
2017 Q3	$71K	Buy	+1,100	New	+$68.8K	0.01%	160

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Vigilant Capital Management's IEFA Position: Q2 2023 in Review

Vigilant Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2023 at 110 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

Vigilant Capital Management first reported a position in IEFA in Q3 2017 and has held it in 17 quarters since. The position peaked at $528K in Q2 2021. 1,580 funds tracked by Wall St. Rank hold IEFA as of Q2 2023.

Vigilant Capital Management held 110 shares of iShares Core MSCI EAFE ETF worth $7K as of Q2 2023.
Vigilant Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2023.
iShares Core MSCI EAFE ETF made up ﹤0.01% of Vigilant Capital Management's portfolio in Q2 2023, its #416 holding.
Vigilant Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 17 quarters since.
Vigilant Capital Management's iShares Core MSCI EAFE ETF position peaked at $528K in Q2 2021.
1,580 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2023.

Based on Vigilant Capital Management's 13F filing for Q2 2023, filed 8 Aug 2023.