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

Wellington Wealth Strategies’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 Q4	$3.71M	Buy	48,824 +2,468	+5%	+$182K	3.37%	9
2024 Q3	$3.42M	Buy	+46,356	New	+$3.47M	2.6%	10
2024 Q2	–	Sell	-34,399	Closed	-$2.55M	–	107
2024 Q1	$2.55M	Sell	34,399 -16,390	-32%	-$1.17M	1.19%	22
2023 Q4	$3.57M	Buy	+50,789	New	+$3.35M	3.02%	7
2020 Q4	$3.57M	Buy	+50,789	New	+$3.28M	3.02%	7

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wellington Wealth Strategies's IEFA Position: Q4 2024 in Review

Wellington Wealth Strategies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q4 2024, buying an estimated $182K and bringing the position to 48,824 shares worth $3.71M. The position accounts for 3.37% of the portfolio, ranked #9.

Wellington Wealth Strategies first reported a position in IEFA in Q4 2020 and has held it in 5 quarters since. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Wellington Wealth Strategies held 48,824 shares of iShares Core MSCI EAFE ETF worth $3.71M as of Q4 2024.
Wellington Wealth Strategies bought 2,468 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $182K.
iShares Core MSCI EAFE ETF made up 3.37% of Wellington Wealth Strategies's portfolio in Q4 2024, its #9 holding.
Wellington Wealth Strategies first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 5 quarters since.
2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.