Wipfli Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wipfli Financial Advisors’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 Q3	$306K	Buy	+5,806	New	+$341K	0.02%	322

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

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wipfli Financial Advisors's IEFA Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2022: 5,806 shares worth $306K. The stake represents 0.02% of the portfolio and ranks #322 among its holdings.

1,411 funds tracked by Wall St. Rank hold IEFA as of Q3 2022.

Wipfli Financial Advisors held 5,806 shares of iShares Core MSCI EAFE ETF worth $306K as of Q3 2022.
iShares Core MSCI EAFE ETF was a new Wipfli Financial Advisors position in Q3 2022.
iShares Core MSCI EAFE ETF made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #322 holding.
1,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.