Autumn Glory Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Autumn Glory Partners’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	-12,500	Closed	-$946K	–	192
2025 Q1	$946K	Buy	+12,500	New	+$935K	0.47%	63
2024 Q4	–	Sell	-23,400	Closed	-$1.83M	–	194
2024 Q3	$1.83M	Buy	23,400 +11,170	+91%	+$836K	0.7%	42
2024 Q2	$888K	Hold	12,230	–	–	0.45%	63
2024 Q1	$908K	Hold	12,230	–	–	0.44%	66
2023 Q4	$841K	Buy	+12,230	New	+$806K	0.48%	66
2023 Q3	–	Sell	-12,870	Closed	-$869K	–	160
2023 Q2	$869K	Buy	+12,870	New	+$873K	0.64%	51
2023 Q1	–	Sell	-25,740	Closed	-$1.59M	–	158
2022 Q4	$1.59M	Buy	+25,740	New	+$1.51M	0.85%	35
2022 Q3	–	Sell	-3,620	Closed	-$213K	–	162
2022 Q2	$213K	Buy	+3,620	New	+$232K	0.16%	138

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Autumn Glory Partners's IEFA Position: Q2 2025 in Review

Autumn Glory Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 12,500 shares — an estimated $946K sold.

Autumn Glory Partners first reported a position in IEFA in Q2 2022 and held it in 8 quarters. The position peaked at $1.83M in Q3 2024. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Autumn Glory Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
Autumn Glory Partners sold 12,500 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $946K.
Autumn Glory Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and held it in 8 quarters.
Autumn Glory Partners's iShares Core MSCI EAFE ETF position peaked at $1.83M in Q3 2024.
2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Autumn Glory Partners's 13F filing for Q2 2025, filed 22 Jul 2025.