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

Kendall 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
2026 Q1	$1.47M	Hold	16,217	–	–	0.3%	87
2025 Q4	$1.45M	Buy	16,217 +367	+2%	+$32.5K	0.3%	86
2025 Q3	$1.38M	Sell	15,850 -41,851	-73%	-$3.56M	0.31%	76
2025 Q2	$4.82M	Sell	57,701 -31,898	-36%	-$2.53M	1.27%	19
2025 Q1	$6.78M	Buy	89,599 +9,878	+12%	+$739K	1.99%	9
2024 Q4	$5.6M	Buy	79,721 +2,446	+3%	+$180K	1.64%	11
2024 Q3	$6.03M	Buy	77,275 +415	+0.5%	+$31.1K	1.86%	9
2024 Q2	$5.58M	Buy	+76,860	New	+$5.66M	1.86%	10

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Kendall Capital Management's IEFA Position: Q1 2026 in Review

Kendall Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 16,217 shares worth $1.47M. The position accounts for 0.3% of the portfolio, ranked #87.

Kendall Capital Management first reported a position in IEFA in Q2 2024 and has held it in 8 quarters since. The position peaked at $6.78M in Q1 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Kendall Capital Management held 16,217 shares of iShares Core MSCI EAFE ETF worth $1.47M as of Q1 2026.
Kendall Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.3% of Kendall Capital Management's portfolio in Q1 2026, its #87 holding.
Kendall Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 8 quarters since.
Kendall Capital Management's iShares Core MSCI EAFE ETF position peaked at $6.78M in Q1 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Kendall Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.