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Lane & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lane & Associates’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
Q1 		$6.01M Buy
79,434
+43,580
+122% +$3.26M 3.24% 7
2024
Q4 		$2.64M Sell
35,854
-1,132
-3% -$83.5K 1.36% 17
2024
Q3 		$2.89M Buy
36,986
+485
+1% +$36.3K 1.57% 15
2024
Q2 		$2.65M Buy
36,501
+160
+0.4% +$11.8K 1.56% 17
2024
Q1 		$2.7M Buy
36,341
+768
+2% +$54.7K 1.7% 15
2023
Q4 		$2.5M Buy
35,573
+5,524
+18% +$364K 1.82% 14
2023
Q3 		$1.93M Buy
30,049
+883
+3% +$59.1K 1.55% 16
2023
Q2 		$1.97M Buy
29,166
+5,096
+21% +$346K 1.57% 17
2023
Q1 		$1.61M Buy
24,070
+276
+1% +$18.1K 1.43% 17
2022
Q4 		$1.47M Buy
+23,794
New +$1.4M 1.39% 19

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lane & Associates's IEFA Position: Q1 2025 in Review

Lane & Associates increased its iShares Core MSCI EAFE ETF (IEFA) stake by 122% in Q1 2025, buying an estimated $3.26M and bringing the position to 79,434 shares worth $6.01M. The position accounts for 3.24% of the portfolio, ranked #7.

Lane & Associates first reported a position in IEFA in Q4 2022 and has held it in 10 quarters since. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Lane & Associates held 79,434 shares of iShares Core MSCI EAFE ETF worth $6.01M as of Q1 2025.
  • Lane & Associates bought 43,580 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $3.26M.
  • iShares Core MSCI EAFE ETF made up 3.24% of Lane & Associates's portfolio in Q1 2025, its #7 holding.
  • Lane & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 10 quarters since.
  • 2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.