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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
2020
Q3 		– Sell
-114,601
Closed -$6.56M – 658
2020
Q2 		$6.56M Buy
+114,601
New +$6.21M 0.62% 32

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 $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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.