Ewing Morris & Co Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ewing Morris & Co Investment Partners’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	$5.02M	Buy	+51,992	New	+$4.99M	2.62%	10

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

Ewing Morris & Co Investment Partners's IEFA Position: Q2 2026 in Review

Ewing Morris & Co Investment Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 51,992 shares worth $5.02M. The stake represents 2.62% of the portfolio and ranks #10 among its holdings.

2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Ewing Morris & Co Investment Partners held 51,992 shares of iShares Core MSCI EAFE ETF worth $5.02M as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Ewing Morris & Co Investment Partners position in Q2 2026.
iShares Core MSCI EAFE ETF made up 2.62% of Ewing Morris & Co Investment Partners's portfolio in Q2 2026, its #10 holding.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Ewing Morris & Co Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.