Wealthsimple’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
$372M Buy
7,071,069
+264,015
+4% +$15.5M 13.86% 4
2022
Q2
$401M Buy
6,807,054
+272,977
+4% +$17.5M 14.01% 4
2022
Q1
$454M Buy
6,534,077
+661,581
+11% +$46.8M 14.24% 4
2021
Q4
$438M Buy
+5,872,496
New +$441M 14.86% 4

Other funds holding IEFA

Wealthsimple's IEFA Position: Q3 2022 in Review

Wealthsimple increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q3 2022, buying an estimated $15.5M and bringing the position to 7,071,069 shares worth $372M. The position accounts for 13.86% of the portfolio, ranked #4.

Wealthsimple first reported a position in IEFA in Q4 2021 and has held it in 4 quarters since. The position peaked at $454M in Q1 2022. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Wealthsimple held 7,071,069 shares of iShares Core MSCI EAFE ETF worth $372M as of Q3 2022.
  • Wealthsimple bought 264,015 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $15.5M.
  • iShares Core MSCI EAFE ETF made up 13.86% of Wealthsimple's portfolio in Q3 2022, its #4 holding.
  • Wealthsimple first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 4 quarters since.
  • Wealthsimple's iShares Core MSCI EAFE ETF position peaked at $454M in Q1 2022.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Wealthsimple's 13F filing for Q3 2022, filed 8 Nov 2022.