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WR Wealth Planners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

WR Wealth Planners’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 		$41.6K Sell
592
-418
-41% -$30.8K 0.01% 336
2024
Q3 		$78.9K Sell
1,010
-71
-7% -$5.32K 0.02% 284
2024
Q2 		$78.6K Sell
1,081
-96
-8% -$7.06K 0.02% 276
2024
Q1 		$87.4K Buy
+1,177
New +$83.8K 0.03% 269
2023
Q4 		– Sell
-1,596
Closed -$103K – 499
2023
Q3 		$103K Sell
1,596
-32
-2% -$2.14K 0.04% 229
2023
Q2 		$110K Sell
1,628
-217
-12% -$14.7K 0.04% 231
2023
Q1 		$123K Sell
1,845
-225
-11% -$14.8K 0.05% 219
2022
Q4 		$128K Buy
2,070
+54
+3% +$3.18K 0.08% 122
2022
Q3 		$106K Buy
2,016
+156
+8% +$9.17K 0.07% 124
2022
Q2 		$109K Sell
1,860
-319
-15% -$20.5K 0.07% 122
2022
Q1 		$151K Buy
+2,179
New +$154K 0.09% 112

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

WR Wealth Planners's IEFA Position: Q4 2024 in Review

WR Wealth Planners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 41% in Q4 2024, selling an estimated $30.8K and leaving 592 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #336.

WR Wealth Planners first reported a position in IEFA in Q1 2022 and has held it in 11 quarters since. The position peaked at $151K in Q1 2022. 2,001 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • WR Wealth Planners held 592 shares of iShares Core MSCI EAFE ETF worth $41.6K as of Q4 2024.
  • WR Wealth Planners sold 418 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $30.8K.
  • iShares Core MSCI EAFE ETF made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #336 holding.
  • WR Wealth Planners first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's iShares Core MSCI EAFE ETF position peaked at $151K in Q1 2022.
  • 2,001 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.