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E.S. Barr & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

E.S. Barr & Co’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
Q1 		– Sell
-3,525
Closed -$248K – 109
2024
Q4 		$248K Hold
3,525
– – 0.01% 93
2024
Q3 		$275K Buy
+3,525
New +$264K 0.02% 89
2023
Q3 		– Sell
-3,115
Closed -$210K – 91
2023
Q2 		$210K Buy
+3,115
New +$211K 0.02% 89

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

E.S. Barr & Co's IEFA Position: Q1 2025 in Review

E.S. Barr & Co sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 3,525 shares — an estimated $248K sold.

E.S. Barr & Co first reported a position in IEFA in Q2 2023 and held it in 3 quarters. The position peaked at $275K in Q3 2024. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • E.S. Barr & Co reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • E.S. Barr & Co sold 3,525 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $248K.
  • E.S. Barr & Co first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and held it in 3 quarters.
  • E.S. Barr & Co's iShares Core MSCI EAFE ETF position peaked at $275K in Q3 2024.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on E.S. Barr & Co's 13F filing for Q1 2025, filed 15 May 2025.