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Laurel Wealth Advisors (North Carolina)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q2 		$9.39M Buy
97,208
+245
+0.3% +$23.5K 0.91% 22
2026
Q1 		$9.43M Buy
96,963
+5,210
+6% +$486K 0.93% 21
2025
Q4 		$8.21M Buy
91,753
+1,786
+2% +$158K 1.09% 22
2025
Q3 		$7.85M Buy
89,967
+4,244
+5% +$361K 1.1% 23
2025
Q2 		$7.16M Buy
85,723
+8,226
+11% +$653K 1.07% 24
2025
Q1 		$5.86M Sell
77,497
-612
-0.8% -$45.8K 0.92% 33
2024
Q4 		$5.49M Buy
78,109
+15
+0% +$1.11K 0.86% 31
2024
Q3 		$6.1M Buy
78,094
+433
+0.6% +$32.4K 0.97% 27
2024
Q2 		$5.64M Sell
77,661
-5,340
-6% -$393K 0.98% 25
2024
Q1 		$6.16M Sell
83,001
-757
-0.9% -$53.9K 1.05% 25
2023
Q4 		$5.89M Buy
83,758
+686
+0.8% +$45.2K 1.12% 25
2023
Q3 		$5.35M Buy
83,072
+68
+0.1% +$4.55K 1.13% 26
2023
Q2 		$5.6M Buy
83,004
+8,863
+12% +$601K 1.12% 26
2023
Q1 		$4.96M Buy
74,141
+25,564
+53% +$1.68M 1.05% 29
2022
Q4 		$2.99M Buy
48,577
+5,731
+13% +$337K 0.68% 43
2022
Q3 		$2.26M Buy
42,846
+11,439
+36% +$673K 0.56% 55
2022
Q2 		$1.85M Buy
31,407
+5,496
+21% +$353K 0.45% 65
2022
Q1 		$1.8M Buy
25,911
+5,277
+26% +$373K 0.38% 68
2021
Q4 		$1.54M Buy
20,634
+717
+4% +$53.9K 0.32% 77
2021
Q3 		$1.48M Buy
19,917
+2,431
+14% +$185K 0.33% 73
2021
Q2 		$1.31M Buy
17,486
+1,754
+11% +$132K 0.28% 78
2021
Q1 		$1.13M Buy
15,732
+3,101
+25% +$222K 0.27% 78
2020
Q4 		$873K Buy
12,631
+1,124
+10% +$72.7K 0.23% 84
2020
Q3 		$694K Buy
11,507
+533
+5% +$32.1K 0.21% 87
2020
Q2 		$627K Buy
10,974
+497
+5% +$26.9K 0.21% 87
2020
Q1 		$523K Buy
10,477
+1,521
+17% +$90.5K 0.2% 87
2019
Q4 		$584K Buy
8,956
+1,266
+16% +$80.3K 0.18% 97
2019
Q3 		$470K Buy
7,690
+100
+1% +$6.04K 0.16% 105
2019
Q2 		$466K Buy
7,590
+1,150
+18% +$70.5K 0.16% 107
2019
Q1 		$391K Buy
6,440
+882
+16% +$52.1K 0.14% 112
2018
Q4 		$306K Buy
+5,558
New +$326K 0.12% 113

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IEFA Position: Q2 2026 in Review

Laurel Wealth Advisors (North Carolina) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.25% in Q2 2026, buying an estimated $23.5K and bringing the position to 97,208 shares worth $9.39M. The position accounts for 0.91% of the portfolio, ranked #22.

Laurel Wealth Advisors (North Carolina) first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.43M in Q1 2026. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Laurel Wealth Advisors (North Carolina) held 97,208 shares of iShares Core MSCI EAFE ETF worth $9.39M as of Q2 2026.
  • Laurel Wealth Advisors (North Carolina) bought 245 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $23.5K.
  • iShares Core MSCI EAFE ETF made up 0.91% of Laurel Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #22 holding.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • Laurel Wealth Advisors (North Carolina)'s iShares Core MSCI EAFE ETF position peaked at $9.43M in Q1 2026.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 17 Jul 2026.