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

Windsor Wealth Management’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
Q4 		– Sell
-6,185
Closed -$331K – 163
2022
Q3 		$331K Sell
6,185
-1,158
-16% -$68.1K 0.08% 108
2022
Q2 		$424K Sell
7,343
-103,342
-93% -$6.63M 0.11% 98
2022
Q1 		$7.61M Buy
110,685
+47,271
+75% +$3.34M 1.41% 18
2021
Q4 		$4.79M Buy
63,414
+45,856
+261% +$3.45M 0.88% 27
2021
Q3 		$1.31M Buy
17,558
+1,527
+10% +$116K 0.27% 79
2021
Q2 		$1.2M Buy
16,031
+422
+3% +$31.9K 0.26% 84
2021
Q1 		$1.13M Sell
15,609
-66
-0.4% -$4.72K 0.27% 80
2020
Q4 		$1.08M Buy
15,675
+3,745
+31% +$242K 0.28% 76
2020
Q3 		$720K Sell
11,930
-12,671
-52% -$764K 0.21% 98
2020
Q2 		$1.41M Sell
24,601
-53,939
-69% -$2.92M 0.45% 52
2020
Q1 		$3.92M Sell
78,540
-5,081
-6% -$302K 1.58% 15
2019
Q4 		$5.46M Buy
83,621
+45,391
+119% +$2.88M 2.01% 8
2019
Q3 		$2.27M Buy
38,230
+12,298
+47% +$742K 0.99% 21
2019
Q2 		$1.6M Buy
25,932
+11,008
+74% +$674K 0.7% 35
2019
Q1 		$907K Buy
14,924
+8,878
+147% +$524K 0.51% 54
2018
Q4 		$333K Sell
6,046
-64
-1% -$3.75K 0.23% 100
2018
Q3 		$392K Hold
6,110
– – 0.25% 96
2018
Q2 		$387K Buy
6,110
+441
+8% +$29.2K 0.3% 88
2018
Q1 		$373K Hold
5,669
– – 0.32% 89
2017
Q4 		$375K Buy
+5,669
New +$370K 0.32% 80

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Windsor Wealth Management's IEFA Position: Q4 2022 in Review

Windsor Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 6,185 shares — an estimated $331K sold.

Windsor Wealth Management first reported a position in IEFA in Q4 2017 and held it in 20 quarters. The position peaked at $7.61M in Q1 2022. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Windsor Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Windsor Wealth Management sold 6,185 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $331K.
  • Windsor Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 20 quarters.
  • Windsor Wealth Management's iShares Core MSCI EAFE ETF position peaked at $7.61M in Q1 2022.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Windsor Wealth Management's 13F filing for Q4 2022, filed 2 Feb 2023.