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

Wealth Quarterback’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 Q1	–	Sell	-3,278	Closed	-$202K	–	121
2022 Q4	$202K	Buy	+3,278	New	+$193K	0.17%	109
2022 Q3	–	Sell	-4,133	Closed	-$243K	–	108
2022 Q2	$243K	Buy	+4,133	New	+$265K	0.19%	96
2021 Q3	$921K	Buy	13,207 +317	+2%	+$24.1K	0.61%	33
2021 Q2	$966K	Buy	+12,890	New	+$973K	0.59%	37
2020 Q4	$1.09M	Sell	15,755 -15,346	-49%	-$992K	0.91%	30
2020 Q3	$1.78M	Hold	31,101	–	–	1.63%	17
2020 Q2	$1.78M	Sell	31,101 -14,900	-32%	-$807K	1.63%	17
2020 Q1	$2.25M	Sell	46,001 -39,315	-46%	-$2.34M	2.07%	6
2019 Q4	$3.05M	Buy	+85,316	New	+$5.41M	2.64%	4

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

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

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

Wealth Quarterback's IEFA Position: Q1 2023 in Review

Wealth Quarterback sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2023, closing a stake of 3,278 shares — an estimated $202K sold.

Wealth Quarterback first reported a position in IEFA in Q4 2019 and held it in 9 quarters. The position peaked at $3.05M in Q4 2019. 1,552 funds tracked by Wall St. Rank hold IEFA as of Q1 2023.

Wealth Quarterback reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2023 after selling out during the quarter.
Wealth Quarterback sold 3,278 iShares Core MSCI EAFE ETF shares in Q1 2023, an estimated $202K.
Wealth Quarterback first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 9 quarters.
Wealth Quarterback's iShares Core MSCI EAFE ETF position peaked at $3.05M in Q4 2019.
1,552 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2023.

Based on Wealth Quarterback's 13F filing for Q1 2023, filed 12 May 2023.