EFS
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Econ Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Econ Financial Services’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
Q4 		– Sell
-4,985
Closed -$435K – 88
2025
Q3 		$435K Sell
4,985
-61,973
-93% -$5.27M 0.22% 71
2025
Q2 		$5.59M Sell
66,958
-31,517
-32% -$2.5M 2.88% 8
2025
Q1 		$7.45M Sell
98,475
-24,479
-20% -$1.83M 3.97% 6
2024
Q4 		$8.64M Buy
122,954
+83,496
+212% +$6.16M 4.96% 4
2024
Q3 		$3.08M Sell
39,458
-72,554
-65% -$5.43M 1.72% 12
2024
Q2 		$8.14M Buy
112,012
+17,129
+18% +$1.26M 5.04% 2
2024
Q1 		$7.04M Sell
94,883
-47,697
-33% -$3.4M 4.37% 4
2023
Q4 		$10M Sell
142,580
-19,357
-12% -$1.28M 7.06% 1
2023
Q3 		$10.4M Buy
161,937
+120,442
+290% +$8.06M 7.6% 1
2023
Q2 		$2.8M Buy
41,495
+14,905
+56% +$1.01M 1.98% 13
2023
Q1 		$1.78M Buy
+26,590
New +$1.74M 1.35% 30

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Econ Financial Services's IEFA Position: Q4 2025 in Review

Econ Financial Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 4,985 shares — an estimated $435K sold.

Econ Financial Services first reported a position in IEFA in Q1 2023 and held it in 11 quarters. The position peaked at $10.4M in Q3 2023. 2,340 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Econ Financial Services reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • Econ Financial Services sold 4,985 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $435K.
  • Econ Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and held it in 11 quarters.
  • Econ Financial Services's iShares Core MSCI EAFE ETF position peaked at $10.4M in Q3 2023.
  • 2,340 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Econ Financial Services's 13F filing for Q4 2025, filed 15 Jan 2026.