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

Wealth Advisory Solutions’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 Q3	–	Sell	-4,019	Closed	-$237K	–	140
2022 Q2	$237K	Sell	4,019 -568	-12%	-$36.4K	0.06%	135
2022 Q1	$319K	Buy	+4,587	New	+$324K	0.07%	118
2021 Q3	$381K	Sell	5,125 -234	-4%	-$17.8K	0.08%	117
2021 Q2	$401K	Buy	+5,359	New	+$405K	0.1%	113
2021 Q1	–	Sell	-5,642	Closed	-$389K	–	168
2020 Q4	$389K	Sell	5,642 -472	-8%	-$30.5K	0.11%	110
2020 Q3	$368K	Sell	6,114 -994	-14%	-$60K	0.1%	127
2020 Q2	$406K	Sell	7,108 -2,686	-27%	-$146K	0.11%	118
2020 Q1	$493K	Buy	9,794 +1,481	+18%	+$88.1K	0.17%	101
2019 Q4	$542K	Buy	+8,313	New	+$527K	0.14%	112

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealth Advisory Solutions's IEFA Position: Q3 2022 in Review

Wealth Advisory Solutions sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 4,019 shares — an estimated $237K sold.

Wealth Advisory Solutions first reported a position in IEFA in Q4 2019 and held it in 9 quarters. The position peaked at $542K in Q4 2019. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Wealth Advisory Solutions reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
Wealth Advisory Solutions sold 4,019 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $237K.
Wealth Advisory Solutions first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 9 quarters.
Wealth Advisory Solutions's iShares Core MSCI EAFE ETF position peaked at $542K in Q4 2019.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Wealth Advisory Solutions's 13F filing for Q3 2022, filed 16 Nov 2022.