FG
IEFA icon

Fiduciary Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fiduciary Group’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 		$5.55M Buy
61,253
+123
+0.2% +$11.5K 0.47% 55
2025
Q4 		$5.47M Buy
61,130
+355
+0.6% +$31.4K 0.46% 56
2025
Q3 		$5.31M Buy
60,775
+1,936
+3% +$164K 0.47% 57
2025
Q2 		$4.91M Buy
58,839
+812
+1% +$64.4K 0.46% 57
2025
Q1 		$4.39M Sell
58,027
-1,006
-2% -$75.2K 0.44% 59
2024
Q4 		$4.15M Sell
59,033
-330
-0.6% -$24.3K 0.42% 62
2024
Q3 		$4.63M Sell
59,363
-882
-1% -$66K 0.47% 58
2024
Q2 		$4.38M Buy
60,245
+164
+0.3% +$12.1K 0.47% 57
2024
Q1 		$4.46M Sell
60,081
-867
-1% -$61.7K 0.49% 55
2023
Q4 		$4.29M Buy
60,948
+5,870
+11% +$387K 0.5% 52
2023
Q3 		$3.54M Buy
55,078
+282
+0.5% +$18.9K 0.45% 60
2023
Q2 		$3.7M Sell
54,796
-536
-1% -$36.3K 0.45% 57
2023
Q1 		$3.7M Buy
55,332
+91
+0.2% +$5.97K 0.48% 58
2022
Q4 		$3.41M Buy
55,241
+23,464
+74% +$1.38M 0.45% 60
2022
Q3 		$1.92M Sell
31,777
-513
-2% -$30.2K 0.25% 85
2022
Q2 		$2.02M Buy
32,290
+1,730
+6% +$111K 0.25% 83
2022
Q1 		$1.88M Sell
30,560
-1,090
-3% -$77.1K 0.25% 83
2021
Q4 		$2.36M Sell
31,650
-129
-0.4% -$9.7K 0.26% 77
2021
Q3 		$2.43M Sell
31,779
-1,342
-4% -$102K 0.28% 74
2021
Q2 		$2.52M Sell
33,121
-505
-2% -$38.1K 0.29% 70
2021
Q1 		$2.5M Sell
33,626
-432
-1% -$30.9K 0.3% 69
2020
Q4 		$2.45M Sell
34,058
-2,160
-6% -$140K 0.32% 67
2020
Q3 		$2.18M Buy
36,218
+67
+0.2% +$4.04K 0.33% 66
2020
Q2 		$2.07M Sell
36,151
-1,421
-4% -$77K 0.34% 64
2020
Q1 		$1.87M Sell
37,572
-1,200
-3% -$71.4K 0.37% 57
2019
Q4 		$2.53M Buy
38,772
+3,342
+9% +$212K 0.4% 54
2019
Q3 		$2.16M Sell
35,430
-310
-0.9% -$18.7K 0.38% 58
2019
Q2 		$2.19M Buy
35,740
+190
+0.5% +$11.6K 0.39% 55
2019
Q1 		$2.16M Buy
35,550
+467
+1% +$27.6K 0.4% 58
2018
Q4 		$1.93M Buy
+35,083
New +$2.06M 0.4% 59

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

Fiduciary Group's IEFA Position: Q1 2026 in Review

Fiduciary Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.2% in Q1 2026, buying an estimated $11.5K and bringing the position to 61,253 shares worth $5.55M. The position accounts for 0.47% of the portfolio, ranked #55.

Fiduciary Group first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Fiduciary Group held 61,253 shares of iShares Core MSCI EAFE ETF worth $5.55M as of Q1 2026.
  • Fiduciary Group bought 123 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $11.5K.
  • iShares Core MSCI EAFE ETF made up 0.47% of Fiduciary Group's portfolio in Q1 2026, its #55 holding.
  • Fiduciary Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.