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

Eldridge 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	$228K	Buy	+2,518	New	+$235K	0.05%	142
2025 Q3	–	Sell	-59,098	Closed	-$4.93M	–	163
2025 Q2	$4.93M	Sell	59,098 -5,706	-9%	-$453K	1.03%	29
2025 Q1	$4.9M	Hold	64,804	–	–	1.13%	24
2024 Q4	$4.55M	Sell	64,804 -9,352	-13%	-$690K	1.06%	26
2024 Q3	$5.79M	Sell	74,156 -1,343	-2%	-$101K	1.36%	21
2024 Q2	$5.48M	Sell	75,499 -11,216	-13%	-$825K	1.38%	18
2024 Q1	$6.44M	Sell	86,715 -12,931	-13%	-$920K	1.65%	16
2023 Q4	$7.01M	Buy	99,646 +87,405	+714%	+$5.76M	1.84%	16
2023 Q3	$788K	Sell	12,241 -7,700	-39%	-$516K	0.26%	74
2023 Q2	$1.35M	Buy	+19,941	New	+$1.35M	0.44%	43
2020 Q1	–	Sell	-4,825	Closed	-$315K	–	93
2019 Q4	$315K	Hold	4,825	–	–	0.15%	74
2019 Q3	$295K	Hold	4,825	–	–	0.15%	71
2019 Q2	$296K	Hold	4,825	–	–	0.16%	65
2019 Q1	$293K	Hold	4,825	–	–	0.16%	64
2018 Q4	$265K	Buy	+4,825	New	+$283K	0.16%	64

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Eldridge Investment Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 2,518 shares worth $228K. The stake represents 0.05% of the portfolio and ranks #142 among its holdings. This is a return to the name: Eldridge Investment Advisors previously reported a position in IEFA as recently as Q2 2025.

Eldridge Investment Advisors first reported a position in IEFA in Q4 2018 and has held it in 15 quarters since. The position peaked at $7.01M in Q4 2023. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Eldridge Investment Advisors held 2,518 shares of iShares Core MSCI EAFE ETF worth $228K as of Q1 2026.
iShares Core MSCI EAFE ETF was a new Eldridge Investment Advisors position in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.05% of Eldridge Investment Advisors's portfolio in Q1 2026, its #142 holding.
Eldridge Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 15 quarters since.
Eldridge Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $7.01M in Q4 2023.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Eldridge Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.