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WC Walker & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WC Walker & Associates’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 		$8.82M Buy
134,879
+27,819
+26% +$1.64M 4.67% 6
2022
Q3 		$6.02M Sell
107,060
-6,699
-6% -$394K 3.42% 8
2022
Q2 		$6.58M Buy
113,759
+354
+0.3% +$22.7K 3.86% 8
2022
Q1 		$7.75M Buy
113,405
+1,297
+1% +$91.7K 4.02% 8
2021
Q4 		$8.38M Buy
112,108
+4,819
+4% +$362K 4.15% 7
2021
Q3 		$7.97M Buy
107,289
+4,765
+5% +$362K 4.27% 5
2021
Q2 		$7.73M Buy
102,524
+6,062
+6% +$458K 4.05% 6
2021
Q1 		$7.08M Buy
96,462
+780
+0.8% +$55.7K 4.02% 7
2020
Q4 		$6.93M Buy
+95,682
New +$6.19M 3.98% 6

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

WC Walker & Associates's IEFA Position: Q4 2022 in Review

WC Walker & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q4 2022, buying an estimated $1.64M and bringing the position to 134,879 shares worth $8.82M. The position accounts for 4.67% of the portfolio, ranked #6.

WC Walker & Associates first reported a position in IEFA in Q4 2020 and has held it in 9 quarters since. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • WC Walker & Associates held 134,879 shares of iShares Core MSCI EAFE ETF worth $8.82M as of Q4 2022.
  • WC Walker & Associates bought 27,819 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $1.64M.
  • iShares Core MSCI EAFE ETF made up 4.67% of WC Walker & Associates's portfolio in Q4 2022, its #6 holding.
  • WC Walker & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 9 quarters since.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.