Western Pacific Wealth Management’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
Sell
-550
Closed -$32K 241
2022
Q2
$32K Hold
550
0.03% 101
2022
Q1
$38K Hold
550
0.03% 112
2021
Q4
$41K Buy
+550
New +$41.3K 0.03% 121

Other funds holding IEFA

Western Pacific Wealth Management's IEFA Position: Q3 2022 in Review

Western Pacific Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2022, closing a stake of 550 shares — an estimated $32K sold.

Western Pacific Wealth Management first reported a position in IEFA in Q4 2021 and held it in 3 quarters. The position peaked at $41K in Q4 2021. 1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

  • Western Pacific Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2022 after selling out during the quarter.
  • Western Pacific Wealth Management sold 550 iShares Core MSCI EAFE ETF shares in Q3 2022, an estimated $32K.
  • Western Pacific Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 3 quarters.
  • Western Pacific Wealth Management's iShares Core MSCI EAFE ETF position peaked at $41K in Q4 2021.
  • 1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Western Pacific Wealth Management's 13F filing for Q3 2022, filed 27 Oct 2022.