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

WoodTrust Financial’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	–	Sell	-3,335	Closed	-$260K	–	183
2024 Q3	$260K	Buy	+3,335	New	+$250K	0.04%	160
2022 Q2	–	Sell	-7,488	Closed	-$521K	–	150
2022 Q1	$521K	Hold	7,488	–	–	0.11%	95
2021 Q4	$559K	Buy	7,488 +300	+4%	+$22.5K	0.12%	89
2021 Q3	$534K	Buy	7,188 +1,650	+30%	+$126K	0.13%	86
2021 Q2	$415K	Hold	5,538	–	–	0.11%	68
2021 Q1	$399K	Hold	5,538	–	–	0.12%	59
2020 Q4	$383K	Sell	5,538 -1,667	-23%	-$108K	0.12%	61
2020 Q3	$434K	Buy	+7,205	New	+$435K	0.16%	50

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

WoodTrust Financial's IEFA Position: Q4 2024 in Review

WoodTrust Financial sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2024, closing a stake of 3,335 shares — an estimated $260K sold.

WoodTrust Financial first reported a position in IEFA in Q3 2020 and held it in 8 quarters. The position peaked at $559K in Q4 2021. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

WoodTrust Financial reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2024 after selling out during the quarter.
WoodTrust Financial sold 3,335 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $260K.
WoodTrust Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and held it in 8 quarters.
WoodTrust Financial's iShares Core MSCI EAFE ETF position peaked at $559K in Q4 2021.
2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on WoodTrust Financial's 13F filing for Q4 2024, filed 6 Feb 2025.