Zeke Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Zeke Capital 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 Q4	$651K	Sell	10,561 -232	-2%	-$13.7K	0.04%	199
2022 Q3	$568K	Buy	10,793 +109	+1%	+$6.41K	0.04%	194
2022 Q2	$629K	Hold	10,684	–	–	0.04%	188
2022 Q1	$743K	Buy	10,684 +2,428	+29%	+$172K	0.04%	175
2021 Q4	$616K	Buy	8,256 +702	+9%	+$52.8K	0.04%	131
2021 Q3	$561K	Hold	7,554	–	–	0.03%	130
2021 Q2	$565K	Hold	7,554	–	–	0.04%	133
2021 Q1	$544K	Hold	7,554	–	–	0.04%	125
2020 Q4	$522K	Hold	7,554	–	–	0.04%	117
2020 Q3	$455K	Buy	+7,554	New	+$456K	0.05%	116

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Zeke Capital Advisors's IEFA Position: Q4 2022 in Review

Zeke Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.1% in Q4 2022, selling an estimated $13.7K and leaving 10,561 shares worth $651K. The position accounts for 0.04% of the portfolio, ranked #199.

Zeke Capital Advisors first reported a position in IEFA in Q3 2020 and has held it in 10 quarters since. The position peaked at $743K in Q1 2022. 1,526 funds tracked by Wall St. Rank hold IEFA as of Q4 2022.

Zeke Capital Advisors held 10,561 shares of iShares Core MSCI EAFE ETF worth $651K as of Q4 2022.
Zeke Capital Advisors sold 232 iShares Core MSCI EAFE ETF shares in Q4 2022, an estimated $13.7K.
iShares Core MSCI EAFE ETF made up 0.04% of Zeke Capital Advisors's portfolio in Q4 2022, its #199 holding.
Zeke Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 10 quarters since.
Zeke Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $743K in Q1 2022.
1,526 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.