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Edgemoor Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Edgemoor Investment Advisors’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 		$298K Sell
3,088
-61
-2% -$5.86K 0.02% 153
2026
Q1 		$285K Hold
3,149
– – 0.02% 148
2025
Q4 		$282K Sell
3,149
-193
-6% -$17.1K 0.02% 147
2025
Q3 		$292K Buy
3,342
+22
+0.7% +$1.87K 0.02% 155
2025
Q2 		$277K Buy
3,320
+189
+6% +$15K 0.02% 147
2025
Q1 		$237K Sell
3,131
-1,281
-29% -$95.8K 0.02% 147
2024
Q4 		$310K Hold
4,412
– – 0.03% 135
2024
Q3 		$344K Sell
4,412
-100
-2% -$7.49K 0.03% 130
2024
Q2 		$328K Sell
4,512
-64
-1% -$4.71K 0.03% 128
2024
Q1 		$340K Hold
4,576
– – 0.03% 126
2023
Q4 		$322K Sell
4,576
-6,090
-57% -$401K 0.03% 129
2023
Q3 		$686K Buy
10,666
+6,090
+133% +$408K 0.08% 98
2023
Q2 		$309K Hold
4,576
– – 0.03% 127
2023
Q1 		$306K Sell
4,576
-461
-9% -$30.2K 0.04% 127
2022
Q4 		$310K Buy
5,037
+461
+10% +$27.1K 0.04% 132
2022
Q3 		$241K Buy
+4,576
New +$269K 0.03% 127
2021
Q3 		– Sell
-3,010
Closed -$225K – 142
2021
Q2 		$225K Hold
3,010
– – 0.02% 135
2021
Q1 		$217K Hold
3,010
– – 0.02% 129
2020
Q4 		$208K Buy
+3,010
New +$195K 0.02% 125
2019
Q1 		– Sell
-3,854
Closed -$212K – 137
2018
Q4 		$212K Buy
+3,854
New +$226K 0.03% 124
2017
Q4 		– Sell
-3,245
Closed -$208K – 148
2017
Q3 		$208K Buy
+3,245
New +$203K 0.03% 138

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Edgemoor Investment Advisors's IEFA Position: Q2 2026 in Review

Edgemoor Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q2 2026, selling an estimated $5.86K and leaving 3,088 shares worth $298K. The position accounts for 0.02% of the portfolio, ranked #153.

Edgemoor Investment Advisors first reported a position in IEFA in Q3 2017 and has held it in 21 quarters since. The position peaked at $686K in Q3 2023. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Edgemoor Investment Advisors held 3,088 shares of iShares Core MSCI EAFE ETF worth $298K as of Q2 2026.
  • Edgemoor Investment Advisors sold 61 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.86K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #153 holding.
  • Edgemoor Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 21 quarters since.
  • Edgemoor Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $686K in Q3 2023.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.