VF
IEFA icon

VitalStone Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

VitalStone Financial’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 		$21.6K Hold
277
– – 0.01% 222
2024
Q2 		$20.1K Buy
+277
New +$20.4K 0.01% 223
2023
Q3 		– Sell
-8
Closed -$1K – 521
2023
Q2 		$1K Sell
8
-15
-65% -$1.02K ﹤0.01% 848
2023
Q1 		$3K Buy
23
+15
+188% +$983 ﹤0.01% 272
2022
Q4 		$0 Buy
+8
New +$471 ﹤0.01% 546

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

VitalStone Financial's IEFA Position: Q3 2024 in Review

VitalStone Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2024 at 277 shares worth $21.6K. The position accounts for 0.01% of the portfolio, ranked #222.

VitalStone Financial first reported a position in IEFA in Q4 2022 and has held it in 5 quarters since. 1,854 funds tracked by Wall St. Rank hold IEFA as of Q3 2024.

  • VitalStone Financial held 277 shares of iShares Core MSCI EAFE ETF worth $21.6K as of Q3 2024.
  • VitalStone Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2024.
  • iShares Core MSCI EAFE ETF made up 0.01% of VitalStone Financial's portfolio in Q3 2024, its #222 holding.
  • VitalStone Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 5 quarters since.
  • 1,854 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.