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 Q2	$243K	Hold	2,518	–	–	0.05%	154
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 $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Eldridge Investment Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,518 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #154.

Eldridge Investment Advisors first reported a position in IEFA in Q4 2018 and has held it in 16 quarters since. The position peaked at $7.01M in Q4 2023. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Eldridge Investment Advisors held 2,518 shares of iShares Core MSCI EAFE ETF worth $243K as of Q2 2026.
Eldridge Investment Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.05% of Eldridge Investment Advisors's portfolio in Q2 2026, its #154 holding.
Eldridge Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 16 quarters since.
Eldridge Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $7.01M in Q4 2023.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Eldridge Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.