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Alpha Cubed Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Alpha Cubed Investments’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
2025
Q4 		$289K Buy
3,229
+489
+18% +$43.2K 0.01% 234
2025
Q3 		$239K Buy
2,740
+80
+3% +$6.8K 0.01% 256
2025
Q2 		$222K Sell
2,660
-47
-2% -$3.73K 0.01% 273
2025
Q1 		$205K Buy
+2,707
New +$202K 0.01% 281
2024
Q4 		– Sell
-4,119
Closed -$321K – 277
2024
Q3 		$321K Sell
4,119
-174
-4% -$13K 0.01% 195
2024
Q2 		$312K Sell
4,293
-434
-9% -$31.9K 0.01% 207
2024
Q1 		$351K Buy
+4,727
New +$336K 0.02% 189
2022
Q2 		– Sell
-3,023
Closed -$210K – 327
2022
Q1 		$210K Buy
+3,023
New +$214K 0.01% 305
2020
Q1 		– Sell
-5,022
Closed -$328K – 237
2019
Q4 		$328K Sell
5,022
-1,342
-21% -$85.1K 0.03% 181
2019
Q3 		$389K Sell
6,364
-612
-9% -$36.9K 0.05% 158
2019
Q2 		$428K Sell
6,976
-1,065
-13% -$65.3K 0.05% 147
2019
Q1 		$489K Sell
8,041
-67
-0.8% -$3.96K 0.06% 128
2018
Q4 		$446K Sell
8,108
-233,961
-97% -$13.7M 0.07% 121
2018
Q3 		$14.5M Sell
242,069
-8,003
-3% -$510K 1.69% 22
2018
Q2 		$15.8M Buy
250,072
+26,069
+12% +$1.73M 2.04% 21
2018
Q1 		$14.8M Buy
224,003
+6,602
+3% +$444K 1.93% 20
2017
Q4 		$14.4M Buy
217,401
+40,490
+23% +$2.64M 1.88% 23
2017
Q3 		$11.4M Buy
+176,911
New +$11.1M 1.71% 23

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Alpha Cubed Investments's IEFA Position: Q4 2025 in Review

Alpha Cubed Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q4 2025, buying an estimated $43.2K and bringing the position to 3,229 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #234.

Alpha Cubed Investments first reported a position in IEFA in Q3 2017 and has held it in 18 quarters since. The position peaked at $15.8M in Q2 2018. 2,347 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Alpha Cubed Investments held 3,229 shares of iShares Core MSCI EAFE ETF worth $289K as of Q4 2025.
  • Alpha Cubed Investments bought 489 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $43.2K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #234 holding.
  • Alpha Cubed Investments first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 18 quarters since.
  • Alpha Cubed Investments's iShares Core MSCI EAFE ETF position peaked at $15.8M in Q2 2018.
  • 2,347 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.