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IEQ Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

IEQ Capital’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
Q1 		$24.3M Buy
268,178
+20,558
+8% +$1.92M 0.11% 172
2025
Q4 		$22.2M Sell
247,620
-2,616
-1% -$231K 0.07% 191
2025
Q3 		$21.8M Buy
250,236
+21,259
+9% +$1.81M 0.07% 156
2025
Q2 		$19.1M Buy
228,977
+20,372
+10% +$1.62M 0.12% 134
2025
Q1 		$15.8M Buy
208,605
+33,361
+19% +$2.49M 0.13% 124
2024
Q4 		$12.3M Buy
175,244
+182
+0.1% +$13.4K 0.12% 109
2024
Q3 		$13.7M Buy
175,062
+9,351
+6% +$700K 0.17% 87
2024
Q2 		$12M Buy
165,711
+22,379
+16% +$1.65M 0.16% 86
2024
Q1 		$10.6M Buy
143,332
+3,151
+2% +$224K 0.15% 93
2023
Q4 		$9.86M Buy
140,181
+8,070
+6% +$532K 0.16% 90
2023
Q3 		$8.5M Buy
132,111
+1,825
+1% +$122K 0.17% 87
2023
Q2 		$8.79M Buy
130,286
+11,434
+10% +$775K 0.18% 87
2023
Q1 		$7.95M Sell
118,852
-13,830
-10% -$907K 0.18% 91
2022
Q4 		$8.18M Sell
132,682
-8,329
-6% -$490K 0.23% 80
2022
Q3 		$7.43M Buy
141,011
+17,170
+14% +$1.01M 0.2% 83
2022
Q2 		$7.29M Buy
123,841
+5,783
+5% +$371K 0.22% 75
2022
Q1 		$8.21M Sell
118,058
-828
-0.7% -$58.6K 0.2% 77
2021
Q4 		$8.87M Buy
118,886
+9,641
+9% +$725K 0.21% 68
2021
Q3 		$8.11M Sell
109,245
-174
-0.2% -$13.2K 0.22% 64
2021
Q2 		$8.19M Buy
109,419
+1,207
+1% +$91.1K 0.24% 60
2021
Q1 		$7.8M Sell
108,212
-5,536
-5% -$396K 0.32% 52
2020
Q4 		$7.86M Sell
113,748
-2,051
-2% -$133K 0.35% 57
2020
Q3 		$6.98M Buy
+115,799
New +$6.98M 0.38% 47
2020
Q1 		– Sell
-177,439
Closed -$11.6M – 398
2019
Q4 		$11.6M Buy
+177,439
New +$11.3M 1.01% 20

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

IEQ Capital's IEFA Position: Q1 2026 in Review

IEQ Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.3% in Q1 2026, buying an estimated $1.92M and bringing the position to 268,178 shares worth $24.3M. The position accounts for 0.11% of the portfolio, ranked #172.

IEQ Capital first reported a position in IEFA in Q4 2019 and has held it in 24 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • IEQ Capital held 268,178 shares of iShares Core MSCI EAFE ETF worth $24.3M as of Q1 2026.
  • IEQ Capital bought 20,558 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.92M.
  • iShares Core MSCI EAFE ETF made up 0.11% of IEQ Capital's portfolio in Q1 2026, its #172 holding.
  • IEQ Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.