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

Janney Capital 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
2025
Q4 		$75M Sell
838,033
-18,519
-2% -$1.64M 4.71% 1
2025
Q3 		$74.8M Sell
856,552
-14,385
-2% -$1.22M 4.66% 1
2025
Q2 		$72.7M Sell
870,937
-19,733
-2% -$1.57M 4.69% 1
2025
Q1 		$67.4M Sell
890,670
-17,002
-2% -$1.27M 4.64% 1
2024
Q4 		$63.8M Buy
+907,672
New +$67M 4.22% 1
2024
Q3 		– Sell
-969,394
Closed -$70.4M – 238
2024
Q2 		$70.4M Sell
969,394
-34,135
-3% -$2.51M 4.97% 1
2024
Q1 		$74.5M Sell
1,003,529
-30,388
-3% -$2.16M 4.95% 1
2023
Q4 		$72.7M Sell
1,033,917
-63,504
-6% -$4.19M 4.88% 1
2023
Q3 		$70.6M Sell
1,097,421
-46,903
-4% -$3.14M 5.44% 1
2023
Q2 		$77.2M Sell
1,144,324
-34,111
-3% -$2.31M 5.35% 1
2023
Q1 		$78.8M Sell
1,178,435
-30,452
-3% -$2M 5.93% 1
2022
Q4 		$74.5M Sell
1,208,887
-56,878
-4% -$3.35M 5.32% 1
2022
Q3 		$66.7M Sell
1,265,765
-30,145
-2% -$1.77M 5.43% 1
2022
Q2 		$76.3M Sell
1,295,910
-12,213
-0.9% -$784K 6.12% 1
2022
Q1 		$90.9M Sell
1,308,123
-129,865
-9% -$9.19M 6.46% 1
2021
Q4 		$107M Buy
1,437,988
+62,067
+5% +$4.66M 6.99% 1
2021
Q3 		$102M Buy
1,375,921
+272,570
+25% +$20.7M 6.85% 1
2021
Q2 		$82.6M Buy
1,103,351
+1,829
+0.2% +$138K 5.27% 1
2021
Q1 		$79.4M Sell
1,101,522
-64,715
-6% -$4.62M 5.26% 1
2020
Q4 		$80.6M Sell
1,166,237
-72,819
-6% -$4.71M 5.58% 1
2020
Q3 		$74.7M Sell
1,239,056
-269,212
-18% -$16.2M 5.1% 1
2020
Q2 		$86.2M Sell
1,508,268
-453,401
-23% -$24.6M 5.95% 1
2020
Q1 		$97.9M Sell
1,961,669
-205,977
-10% -$12.3M 7.48% 1
2019
Q4 		$141M Buy
2,167,646
+811,800
+60% +$51.5M 7.63% 1
2019
Q3 		$82.8M Buy
+1,355,846
New +$81.8M 4.62% 2

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
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Janney Capital Management's IEFA Position: Q4 2025 in Review

Janney Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q4 2025, selling an estimated $1.64M and leaving 838,033 shares worth $75M. The position accounts for 4.71% of the portfolio, ranked #1.

Janney Capital Management first reported a position in IEFA in Q3 2019 and has held it in 25 quarters since. The position peaked at $141M in Q4 2019. 2,347 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Janney Capital Management held 838,033 shares of iShares Core MSCI EAFE ETF worth $75M as of Q4 2025.
  • Janney Capital Management sold 18,519 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $1.64M.
  • iShares Core MSCI EAFE ETF made up 4.71% of Janney Capital Management's portfolio in Q4 2025, its #1 holding.
  • Janney Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 25 quarters since.
  • Janney Capital Management's iShares Core MSCI EAFE ETF position peaked at $141M in Q4 2019.
  • 2,347 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Janney Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.