FCI
IEFA icon

Financial Counselors Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Counselors Inc’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
Q2 		– Sell
-597,731
Closed -$45.2M – 249
2025
Q1 		$45.2M Buy
597,731
+73,735
+14% +$5.51M 0.69% 42
2024
Q4 		$36.8M Buy
523,996
+67,495
+15% +$4.98M 0.54% 53
2024
Q3 		$35.6M Buy
456,501
+27,803
+6% +$2.08M 0.53% 52
2024
Q2 		$31.1M Buy
428,698
+51,264
+14% +$3.77M 0.5% 57
2024
Q1 		$28M Sell
377,434
-961
-0.3% -$68.4K 0.47% 60
2023
Q4 		$26.6M Buy
378,395
+28,186
+8% +$1.86M 0.48% 59
2023
Q3 		$22.5M Buy
350,209
+33,031
+10% +$2.21M 0.45% 64
2023
Q2 		$21.4M Buy
317,178
+18,283
+6% +$1.24M 0.43% 63
2023
Q1 		$20M Buy
298,895
+83,841
+39% +$5.5M 0.43% 68
2022
Q4 		$13.3M Buy
215,054
+2,324
+1% +$137K 0.3% 100
2022
Q3 		$11.2M Buy
212,730
+3,155
+2% +$186K 0.28% 104
2022
Q2 		$12.3M Sell
209,575
-854
-0.4% -$54.8K 0.29% 103
2022
Q1 		$14.6M Buy
210,429
+20,735
+11% +$1.47M 0.3% 101
2021
Q4 		$14.2M Buy
189,694
+16,895
+10% +$1.27M 0.29% 101
2021
Q3 		$12.8M Buy
172,799
+13,380
+8% +$1.02M 0.27% 105
2021
Q2 		$11.9M Buy
159,419
+11,012
+7% +$831K 0.26% 113
2021
Q1 		$10.7M Buy
148,407
+8,584
+6% +$613K 0.25% 115
2020
Q4 		$9.66M Buy
139,823
+12,577
+10% +$813K 0.24% 112
2020
Q3 		$7.67M Buy
127,246
+11,498
+10% +$694K 0.22% 118
2020
Q2 		$6.62M Buy
115,748
+18,050
+18% +$978K 0.21% 124
2020
Q1 		$4.87M Sell
97,698
-2,503
-2% -$149K 0.22% 128
2019
Q4 		$6.54M Buy
100,201
+1,799
+2% +$114K 0.23% 129
2019
Q3 		$6.01M Buy
98,402
+9,242
+10% +$558K 0.24% 129
2019
Q2 		$5.47M Sell
89,160
-18,014
-17% -$1.1M 0.22% 134
2019
Q1 		$6.51M Buy
107,174
+34,431
+47% +$2.03M 0.28% 117
2018
Q4 		$4M Buy
72,743
+10,584
+17% +$621K 0.2% 141
2018
Q3 		$3.98M Buy
62,159
+2,831
+5% +$180K 0.17% 157
2018
Q2 		$3.76M Buy
59,328
+9,988
+20% +$661K 0.17% 157
2018
Q1 		$3.25M Buy
+49,340
New +$3.31M 0.15% 163

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 $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 Counselors Inc's IEFA Position: Q2 2025 in Review

Financial Counselors Inc sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 597,731 shares — an estimated $45.2M sold.

Financial Counselors Inc first reported a position in IEFA in Q1 2018 and held it in 29 quarters. The position peaked at $45.2M in Q1 2025. 2,105 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Financial Counselors Inc reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • Financial Counselors Inc sold 597,731 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $45.2M.
  • Financial Counselors Inc first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and held it in 29 quarters.
  • Financial Counselors Inc's iShares Core MSCI EAFE ETF position peaked at $45.2M in Q1 2025.
  • 2,105 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Financial Counselors Inc's 13F filing for Q2 2025, filed 1 Aug 2025.