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Financial Advocates Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-299,399
Closed -$25M – 310
2025
Q2 		$25M Buy
+299,399
New +$23.8M 2.04% 6
2025
Q1 		– Sell
-326,237
Closed -$22.9M – 752
2024
Q4 		$22.9M Buy
326,237
+3,041
+0.9% +$224K 1.3% 10
2024
Q3 		$25.2M Buy
323,196
+32,609
+11% +$2.44M 1.43% 7
2024
Q2 		$21.1M Buy
290,587
+1,740
+0.6% +$128K 1.31% 9
2024
Q1 		$21.8M Buy
288,847
+11,260
+4% +$802K 1.26% 9
2023
Q4 		$19.9M Buy
277,587
+14,411
+5% +$950K 1.3% 9
2023
Q3 		$17M Buy
263,176
+23,337
+10% +$1.56M 1.22% 11
2023
Q2 		$16.2M Buy
239,839
+5,442
+2% +$369K 1.16% 13
2023
Q1 		$15.7M Buy
234,397
+33,153
+16% +$2.17M 1.13% 8
2022
Q4 		$12.4M Buy
201,244
+24,820
+14% +$1.46M 0.92% 14
2022
Q3 		$9.29M Buy
176,424
+30,018
+21% +$1.77M 0.77% 20
2022
Q2 		$8.62M Buy
146,406
+8,738
+6% +$561K 0.7% 21
2022
Q1 		$9.57M Buy
137,668
+17,429
+14% +$1.23M 0.63% 28
2021
Q4 		$8.97M Buy
120,239
+13,281
+12% +$998K 0.57% 28
2021
Q3 		$7.94M Buy
106,958
+16,482
+18% +$1.25M 0.54% 31
2021
Q2 		$6.78M Sell
90,476
-23,207
-20% -$1.75M 0.45% 41
2021
Q1 		$8.19M Sell
113,683
-4,035
-3% -$288K 0.58% 26
2020
Q4 		$12.6M Buy
117,718
+3,292
+3% +$213K 0.86% 19
2020
Q3 		$6.9M Buy
+114,426
New +$6.9M 0.59% 31
2020
Q2 		– Sell
-114,445
Closed -$6.2M – 624
2020
Q1 		$4.59M Sell
114,445
-7,603
-6% -$452K 0.65% 33
2019
Q4 		$7.96M Buy
122,048
+37,624
+45% +$2.39M 0.85% 18
2019
Q3 		$5.16M Buy
84,424
+4,009
+5% +$242K 0.59% 36
2019
Q2 		$4.94M Buy
80,415
+13,711
+21% +$840K 0.57% 38
2019
Q1 		$4.05M Buy
66,704
+1,683
+3% +$99.3K 0.5% 51
2018
Q4 		$3.58M Sell
65,021
-93,182
-59% -$5.47M 0.49% 50
2018
Q3 		$10.1M Buy
158,203
+43,798
+38% +$2.79M 1.13% 15
2018
Q2 		$7.21M Buy
114,405
+10,960
+11% +$725K 0.87% 23
2018
Q1 		$6.82M Buy
103,445
+3,651
+4% +$245K 0.89% 25
2017
Q4 		$6.6M Buy
+99,794
New +$6.51M 0.9% 25

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Financial Advocates Investment Management's IEFA Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 299,399 shares — an estimated $25M sold.

Financial Advocates Investment Management first reported a position in IEFA in Q4 2017 and held it in 29 quarters. The position peaked at $25.2M in Q3 2024. 2,134 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 299,399 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $25M.
  • Financial Advocates Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 29 quarters.
  • Financial Advocates Investment Management's iShares Core MSCI EAFE ETF position peaked at $25.2M in Q3 2024.
  • 2,134 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.