Dudley Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Dudley Capital Management’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	$821K	Hold	8,502	–	–	0.33%	69
2026 Q1	$770K	Hold	8,502	–	–	0.34%	65
2025 Q4	$761K	Hold	8,502	–	–	0.33%	63
2025 Q3	$742K	Sell	8,502 -1,221	-13%	-$104K	0.33%	68
2025 Q2	$812K	Sell	9,723 -530	-5%	-$42.1K	0.41%	59
2025 Q1	$776K	Sell	10,253 -350	-3%	-$26.2K	0.41%	61
2024 Q4	$745K	Hold	10,603	–	–	0.38%	63
2024 Q3	$828K	Hold	10,603	–	–	0.43%	61
2024 Q2	$770K	Hold	10,603	–	–	0.43%	61
2024 Q1	$783K	Hold	10,603	–	–	0.46%	57
2023 Q4	$746K	Hold	10,603	–	–	0.48%	56
2023 Q3	$682K	Sell	10,603 -644	-6%	-$43.1K	0.48%	56
2023 Q2	$759K	Buy	11,247 +1,338	+14%	+$90.7K	0.51%	52
2023 Q1	$662K	Sell	9,909 -333	-3%	-$21.8K	0.45%	61
2022 Q4	$631K	Buy	+10,242	New	+$603K	0.44%	62

Other funds holding IEFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Dudley Capital Management's IEFA Position: Q2 2026 in Review

Dudley Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 8,502 shares worth $821K. The position accounts for 0.33% of the portfolio, ranked #69.

Dudley Capital Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. The position peaked at $828K in Q3 2024. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Dudley Capital Management held 8,502 shares of iShares Core MSCI EAFE ETF worth $821K as of Q2 2026.
Dudley Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.33% of Dudley Capital Management's portfolio in Q2 2026, its #69 holding.
Dudley Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
Dudley Capital Management's iShares Core MSCI EAFE ETF position peaked at $828K in Q3 2024.
1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Dudley Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.