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

Freedom 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
2026
Q2 		$1.12M Sell
11,589
-418
-3% -$40.1K 0.31% 35
2026
Q1 		$1.09M Buy
12,007
+14
+0.1% +$1.31K 0.32% 33
2025
Q4 		$1.07M Buy
11,993
+270
+2% +$23.9K 0.31% 31
2025
Q3 		$1.02M Sell
11,723
-239,295
-95% -$20.3M 0.27% 40
2025
Q2 		$21M Buy
251,018
+14,144
+6% +$1.12M 1.67% 7
2025
Q1 		$17.9M Buy
236,874
+2,753
+1% +$206K 1.5% 11
2024
Q4 		$16.5M Sell
234,121
-11,832
-5% -$873K 1.37% 13
2024
Q3 		$19.2M Buy
245,953
+19,235
+8% +$1.44M 1.53% 10
2024
Q2 		$16.5M Buy
226,718
+26,581
+13% +$1.96M 1.35% 12
2024
Q1 		$14.9M Buy
200,137
+24,373
+14% +$1.74M 1.19% 12
2023
Q4 		$12.4M Buy
175,764
+45,445
+35% +$3M 1.01% 18
2023
Q3 		$8.39M Buy
130,319
+7,483
+6% +$501K 1.03% 11
2023
Q2 		$8.29M Buy
122,836
+88,255
+255% +$5.99M 0.93% 11
2023
Q1 		$2.31M Buy
34,581
+19,454
+129% +$1.28M 0.26% 92
2022
Q4 		$932K Buy
15,127
+1,335
+10% +$78.6K 0.1% 261
2022
Q3 		$726K Sell
13,792
-411
-3% -$24.2K 0.08% 309
2022
Q2 		$836K Buy
14,203
+264
+2% +$16.9K 0.09% 294
2022
Q1 		$969K Buy
13,939
+1,533
+12% +$108K 0.09% 300
2021
Q4 		$926K Buy
12,406
+1,896
+18% +$142K 0.07% 370
2021
Q3 		$780K Buy
10,510
+1,655
+19% +$126K 0.06% 388
2021
Q2 		$663K Buy
8,855
+1,495
+20% +$113K 0.05% 450
2021
Q1 		$530K Sell
7,360
-1,244
-14% -$88.9K 0.04% 504
2020
Q4 		$594K Buy
8,604
+1,087
+14% +$70.3K 0.07% 288
2020
Q3 		$453K Sell
7,517
-54
-0.7% -$3.26K 0.05% 303
2020
Q2 		$433K Buy
7,571
+4,390
+138% +$238K 0.05% 310
2020
Q1 		$206K Buy
+3,181
New +$189K 0.02% 618
2019
Q1 		– Sell
-6,238
Closed -$343K – 732
2018
Q4 		$343K Buy
6,238
+325
+5% +$19.1K 0.03% 528
2018
Q3 		$373K Sell
5,913
-402
-6% -$25.6K 0.02% 636
2018
Q2 		$400K Buy
6,315
+234
+4% +$15.5K 0.02% 651
2018
Q1 		$401K Buy
6,081
+51
+0.8% +$3.43K 0.02% 748
2017
Q4 		$399K Buy
6,030
+610
+11% +$39.8K 0.02% 736
2017
Q3 		$348K Buy
+5,420
New +$339K 0.02% 770

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Freedom Investment Management's IEFA Position: Q2 2026 in Review

Freedom Investment Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q2 2026, selling an estimated $40.1K and leaving 11,589 shares worth $1.12M. The position accounts for 0.31% of the portfolio, ranked #35.

Freedom Investment Management first reported a position in IEFA in Q3 2017 and has held it in 32 quarters since. The position peaked at $21M in Q2 2025. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Freedom Investment Management held 11,589 shares of iShares Core MSCI EAFE ETF worth $1.12M as of Q2 2026.
  • Freedom Investment Management sold 418 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $40.1K.
  • iShares Core MSCI EAFE ETF made up 0.31% of Freedom Investment Management's portfolio in Q2 2026, its #35 holding.
  • Freedom Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 32 quarters since.
  • Freedom Investment Management's iShares Core MSCI EAFE ETF position peaked at $21M in Q2 2025.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Freedom Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.