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Edge Capital Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Edge Capital Group’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
2024
Q4 		$69.7M Buy
991,765
+14,485
+1% +$1.07M 3.11% 6
2024
Q3 		$76.3M Buy
977,280
+17,192
+2% +$1.29M 3.38% 6
2024
Q2 		$69.7M Buy
960,088
+5,649
+0.6% +$416K 3.38% 5
2024
Q1 		$70.8M Buy
954,439
+37,470
+4% +$2.67M 3.52% 5
2023
Q4 		$64.5M Sell
916,969
-150,809
-14% -$9.94M 3.59% 5
2023
Q3 		$68.7M Buy
1,067,778
+35,113
+3% +$2.35M 4.46% 5
2023
Q2 		$69.7M Buy
1,032,665
+101,536
+11% +$6.89M 4% 4
2023
Q1 		$62.2M Buy
931,129
+177,393
+24% +$11.6M 3.84% 5
2022
Q4 		$46.5M Buy
753,736
+315,070
+72% +$18.5M 3.24% 5
2022
Q3 		$23.1M Sell
438,666
-76,086
-15% -$4.47M 1.9% 11
2022
Q2 		$30.3M Sell
514,752
-233,665
-31% -$15M 2.62% 8
2022
Q1 		$52M Buy
748,417
+450,627
+151% +$31.9M 3.57% 5
2021
Q4 		$22.2M Buy
297,790
+1,700
+0.6% +$128K 1.58% 10
2021
Q3 		$22M Buy
296,090
+13,272
+5% +$1.01M 1.75% 10
2021
Q2 		$21.2M Buy
282,818
+29,475
+12% +$2.23M 1.69% 10
2021
Q1 		$18.3M Sell
253,343
-4,693
-2% -$335K 1.53% 12
2020
Q4 		$17.8M Buy
258,036
+6,400
+3% +$414K 1.5% 15
2020
Q3 		$15.2M Buy
251,636
+73,441
+41% +$4.43M 1.52% 13
2020
Q2 		$10.2M Sell
178,195
-174,830
-50% -$9.47M 1.07% 16
2020
Q1 		$17.6M Sell
353,025
-629,781
-64% -$37.5M 2.1% 8
2019
Q4 		$64.1M Buy
982,806
+54,438
+6% +$3.45M 6.24% 3
2019
Q3 		$56.7M Sell
928,368
-104,972
-10% -$6.34M 5.73% 3
2019
Q2 		$63.4M Sell
1,033,340
-105,407
-9% -$6.46M 6.1% 4
2019
Q1 		$69.2M Sell
1,138,747
-2,910
-0.3% -$172K 6.82% 3
2018
Q4 		$62.8M Buy
+1,141,657
New +$67M 6.82% 3

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Edge Capital Group's IEFA Position: Q4 2024 in Review

Edge Capital Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q4 2024, buying an estimated $1.07M and bringing the position to 991,765 shares worth $69.7M. The position accounts for 3.11% of the portfolio, ranked #6.

Edge Capital Group first reported a position in IEFA in Q4 2018 and has held it in 25 quarters since. The position peaked at $76.3M in Q3 2024. 2,000 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

  • Edge Capital Group held 991,765 shares of iShares Core MSCI EAFE ETF worth $69.7M as of Q4 2024.
  • Edge Capital Group bought 14,485 iShares Core MSCI EAFE ETF shares in Q4 2024, an estimated $1.07M.
  • iShares Core MSCI EAFE ETF made up 3.11% of Edge Capital Group's portfolio in Q4 2024, its #6 holding.
  • Edge Capital Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 25 quarters since.
  • Edge Capital Group's iShares Core MSCI EAFE ETF position peaked at $76.3M in Q3 2024.
  • 2,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.