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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
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 $1.37T 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Edgemoor Investment Advisors's IEFA Position: Q1 2026 in Review

Edgemoor Investment Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,149 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #148.

Edgemoor Investment Advisors first reported a position in IEFA in Q3 2017 and has held it in 20 quarters since. The position peaked at $686K in Q3 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Edgemoor Investment Advisors held 3,149 shares of iShares Core MSCI EAFE ETF worth $285K as of Q1 2026.
  • Edgemoor Investment Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #148 holding.
  • Edgemoor Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 20 quarters since.
  • Edgemoor Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $686K in Q3 2023.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.