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Horan Securities’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Horan Securities’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 		$360K Buy
+4,315
New +$342K 0.13% 100
2023
Q3 		– Sell
-830
Closed -$56K – 349
2023
Q2 		$56K Buy
830
+2
+0.2% +$136 0.02% 227
2023
Q1 		$55.3K Buy
828
+144
+21% +$9.44K 0.03% 207
2022
Q4 		$42.1K Buy
684
+1
+0.1% +$59 0.02% 224
2022
Q3 		$36K Sell
683
-35
-5% -$2.06K 0.02% 216
2022
Q2 		$42K Buy
718
+2
+0.3% +$128 0.03% 190
2022
Q1 		$50K Hold
716
– – 0.03% 173
2021
Q4 		$53K Buy
+716
New +$53.8K 0.03% 167
2021
Q2 		$53K Buy
714
+2
+0.3% +$151 0.04% 158
2021
Q1 		$51K Hold
712
– – 0.04% 140
2020
Q4 		$49K Sell
712
-116
-14% -$7.5K 0.04% 127
2020
Q3 		$50K Buy
828
+117
+16% +$7.06K 0.05% 100
2020
Q2 		$41K Sell
711
-190
-21% -$10.3K 0.05% 82
2020
Q1 		$45K Sell
901
-12,974
-94% -$772K 0.06% 70
2019
Q4 		$905K Buy
13,875
+24
+0.2% +$1.52K 1% 11
2019
Q3 		$846K Buy
13,851
+2,047
+17% +$124K 0.94% 12
2019
Q2 		$725K Sell
11,804
-938
-7% -$57.5K 0.83% 15
2019
Q1 		$774K Hold
12,742
– – 0.82% 19
2018
Q4 		$725K Buy
+12,742
New +$747K 0.85% 17

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Horan Securities's IEFA Position: Q2 2025 in Review

Horan Securities opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2025: 4,315 shares worth $360K. The stake represents 0.13% of the portfolio and ranks #100 among its holdings. This is a return to the name: Horan Securities previously reported a position in IEFA as recently as Q2 2023.

Horan Securities first reported a position in IEFA in Q4 2018 and has held it in 19 quarters since. The position peaked at $905K in Q4 2019. 2,107 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Horan Securities held 4,315 shares of iShares Core MSCI EAFE ETF worth $360K as of Q2 2025.
  • iShares Core MSCI EAFE ETF was a new Horan Securities position in Q2 2025.
  • iShares Core MSCI EAFE ETF made up 0.13% of Horan Securities's portfolio in Q2 2025, its #100 holding.
  • Horan Securities first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 19 quarters since.
  • Horan Securities's iShares Core MSCI EAFE ETF position peaked at $905K in Q4 2019.
  • 2,107 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Horan Securities's 13F filing for Q2 2025, filed 6 Aug 2025.