WI
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Wintrust Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wintrust Investments’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 		$115K Buy
1,636
+841
+106% +$62K 0.1% 153
2024
Q3 		$62K Sell
795
-7,111
-90% -$532K 0.05% 283
2024
Q2 		$574K Buy
7,906
+533
+7% +$39.2K 0.05% 272
2024
Q1 		$547K Buy
7,373
+208
+3% +$14.8K 0.05% 268
2023
Q4 		$504K Sell
7,165
-397
-5% -$26.2K 0.05% 269
2023
Q3 		$487K Buy
7,562
+157
+2% +$10.5K 0.05% 261
2023
Q2 		$500K Buy
7,405
+527
+8% +$35.7K 0.05% 267
2023
Q1 		$460K Buy
+6,878
New +$451K 0.06% 220
2021
Q4 		– Sell
-7,030
Closed -$522K – 425
2021
Q3 		$522K Buy
7,030
+304
+5% +$23.1K 0.07% 176
2021
Q2 		$504K Sell
6,726
-42,564
-86% -$3.21M 0.05% 261
2021
Q1 		$3.55M Buy
+49,290
New +$3.52M 0.37% 53
2020
Q4 		– Sell
-44,932
Closed -$2.71M – 264
2020
Q3 		$2.71M Buy
44,932
+9,618
+27% +$580K 0.37% 57
2020
Q2 		$2.02M Buy
35,314
+3,871
+12% +$210K 0.28% 66
2020
Q1 		$1.57M Sell
31,443
-599
-2% -$35.6K 0.26% 72
2019
Q4 		$2.09M Sell
32,042
-5,097
-14% -$323K 0.29% 66
2019
Q3 		$2.27M Buy
37,139
+5,735
+18% +$346K 0.34% 58
2019
Q2 		$1.93M Buy
31,404
+5,721
+22% +$351K 0.29% 65
2019
Q1 		$1.56M Buy
25,683
+3,116
+14% +$184K 0.25% 82
2018
Q4 		$1.24M Sell
22,567
-879
-4% -$51.6K 0.23% 89
2018
Q3 		$1.5M Buy
23,446
+9,432
+67% +$601K 0.24% 82
2018
Q2 		$888K Buy
14,014
+702
+5% +$46.5K 0.15% 130
2018
Q1 		$877K Sell
13,312
-1,684
-11% -$113K 0.22% 94
2017
Q4 		$991K Sell
14,996
-15,552
-51% -$1.01M 0.23% 102
2017
Q3 		$1.96M Buy
30,548
+516
+2% +$32.3K 0.5% 37
2017
Q2 		$1.83M Buy
30,032
+641
+2% +$38.7K 0.49% 39
2017
Q1 		$1.7M Buy
29,391
+12,354
+73% +$694K 0.49% 37
2016
Q4 		$914K Buy
17,037
+6,755
+66% +$363K 0.38% 50
2016
Q3 		$567K Buy
10,282
+3,873
+60% +$209K 0.26% 81
2016
Q2 		$1K Buy
+6,409
New +$343K ﹤0.01% 179

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wintrust Investments's IEFA Position: Q4 2024 in Review

Wintrust Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 106% in Q4 2024, buying an estimated $62K and bringing the position to 1,636 shares worth $115K. The position accounts for 0.1% of the portfolio, ranked #153.

Wintrust Investments first reported a position in IEFA in Q2 2016 and has held it in 29 quarters since. The position peaked at $3.55M in Q1 2021. 2,001 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Wintrust Investments held 1,636 shares of iShares Core MSCI EAFE ETF worth $115K as of Q4 2024.
  • Wintrust Investments bought 841 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $62K.
  • iShares Core MSCI EAFE ETF made up 0.1% of Wintrust Investments's portfolio in Q4 2024, its #153 holding.
  • Wintrust Investments first reported a position in iShares Core MSCI EAFE ETF in Q2 2016 and has held it in 29 quarters since.
  • Wintrust Investments's iShares Core MSCI EAFE ETF position peaked at $3.55M in Q1 2021.
  • 2,001 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.