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Wolff Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Wolff Financial 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
-4,126
Closed -$217K – 100
2022
Q3 		$217K Sell
4,126
-1
-0% -$59 0.1% 92
2022
Q2 		$243K Buy
4,127
+50
+1% +$3.21K 0.11% 89
2022
Q1 		$283K Sell
4,077
-195
-5% -$13.8K 0.11% 90
2021
Q4 		$319K Buy
4,272
+37
+0.9% +$2.78K 0.12% 88
2021
Q3 		$314K Buy
+4,235
New +$322K 0.27% 33
2021
Q1 		$287K Sell
3,989
-49
-1% -$3.5K 0.13% 85
2020
Q4 		$279K Sell
4,038
-84
-2% -$5.43K 0.15% 79
2020
Q3 		$248K Buy
4,122
+67
+2% +$4.04K 0.15% 78
2020
Q2 		$232K Buy
4,055
+26
+0.6% +$1.41K 0.15% 79
2020
Q1 		$201K Buy
4,029
+101
+3% +$6.01K 0.15% 77
2019
Q4 		$256K Buy
3,928
+174
+5% +$11K 0.17% 75
2019
Q3 		$229K Sell
3,754
-1
-0% -$60 0.17% 73
2019
Q2 		$231K Buy
3,755
+48
+1% +$2.94K 0.18% 75
2019
Q1 		$225K Buy
3,707
+38
+1% +$2.24K 0.19% 74
2018
Q4 		$202K Buy
+3,669
New +$215K 0.2% 77

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

Wolff Financial Management's IEFA Position: Q4 2022 in Review

Wolff Financial Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2022, closing a stake of 4,126 shares — an estimated $217K sold.

Wolff Financial Management first reported a position in IEFA in Q4 2018 and held it in 15 quarters. The position peaked at $319K in Q4 2021. 1,525 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

  • Wolff Financial Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2022 after selling out during the quarter.
  • Wolff Financial Management sold 4,126 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $217K.
  • Wolff Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 15 quarters.
  • Wolff Financial Management's iShares Core MSCI EAFE ETF position peaked at $319K in Q4 2021.
  • 1,525 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Wolff Financial Management's 13F filing for Q4 2022, filed 6 Feb 2023.