Dixon Mitchell Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Dixon Mitchell Investment Counsel’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
2026 Q2	$107M	Sell	1,112,546 -1,363,807	-55%	-$131M	3.49%	10
2026 Q1	$224M	Sell	2,476,353 -298,714	-11%	-$27.9M	7.79%	1
2025 Q4	$248M	Sell	2,775,067 -66,042	-2%	-$5.84M	8.19%	1
2025 Q3	$248M	Buy	2,841,109 +883,526	+45%	+$75.1M	8.82%	1
2025 Q2	$163M	Buy	1,957,583 +99,749	+5%	+$7.92M	6.35%	1
2025 Q1	$141M	Buy	1,857,834 +1,078,595	+138%	+$80.7M	6.34%	1
2024 Q4	$54.8M	Buy	779,239 +59,061	+8%	+$4.36M	2.53%	17
2024 Q3	$56.2M	Buy	720,178 +102,185	+17%	+$7.65M	2.56%	15
2024 Q2	$44.9M	Buy	617,993 +234,224	+61%	+$17.2M	2.25%	21
2024 Q1	$28.5M	Buy	383,769 +22,987	+6%	+$1.64M	1.42%	27
2023 Q4	$25.4M	Buy	360,782 +2,513	+0.7%	+$166K	1.35%	27
2023 Q3	$23.1M	Hold	358,269	–	–	1.39%	26
2023 Q2	$24.2M	Buy	358,269 +62,553	+21%	+$4.24M	1.39%	26
2023 Q1	$19.8M	Sell	295,716 -10,658	-3%	-$699K	1.24%	27
2022 Q4	$18.9M	Buy	+306,374	New	+$18M	1.26%	26

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Dixon Mitchell Investment Counsel's IEFA Position: Q2 2026 in Review

Dixon Mitchell Investment Counsel reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 55% in Q2 2026, selling an estimated $131M and leaving 1,112,546 shares worth $107M. The position accounts for 3.49% of the portfolio, ranked #10.

Dixon Mitchell Investment Counsel first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $248M in Q4 2025. 2,459 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Dixon Mitchell Investment Counsel held 1,112,546 shares of iShares Core MSCI EAFE ETF worth $107M as of Q2 2026.
Dixon Mitchell Investment Counsel sold 1,363,807 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $131M.
iShares Core MSCI EAFE ETF made up 3.49% of Dixon Mitchell Investment Counsel's portfolio in Q2 2026, its #10 holding.
Dixon Mitchell Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Dixon Mitchell Investment Counsel's iShares Core MSCI EAFE ETF position peaked at $248M in Q4 2025.
2,459 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Dixon Mitchell Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.