AECF
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Annie E. Casey Foundation’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Annie E. Casey Foundation’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
Q2 		– Sell
-31,084
Closed -$2.35M – 2
2025
Q1 		$2.35M Buy
+31,084
New +$2.32M 3.18% 4

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
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

Annie E. Casey Foundation's IEFA Position: Q2 2025 in Review

Annie E. Casey Foundation sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 31,084 shares — an estimated $2.35M sold.

Annie E. Casey Foundation first reported a position in IEFA in Q1 2025 and held it in 1 quarter. The position peaked at $2.35M in Q1 2025. 2,107 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Annie E. Casey Foundation reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Annie E. Casey Foundation sold 31,084 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $2.35M.
  • Annie E. Casey Foundation first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and held it in 1 quarter.
  • Annie E. Casey Foundation's iShares Core MSCI EAFE ETF position peaked at $2.35M in Q1 2025.
  • 2,107 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Annie E. Casey Foundation's 13F filing for Q2 2025, filed 14 Aug 2025.