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

Lavaca 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 Q2	$898K	Buy	9,300 +3,604	+63%	+$346K	0.09%	61
2026 Q1	$516K	Buy	5,696 +564	+11%	+$52.6K	0.09%	68
2025 Q4	$459K	Sell	5,132 -1,013	-16%	-$89.6K	0.07%	64
2025 Q3	$537K	Hold	6,145	–	–	0.09%	61
2025 Q2	$513K	Sell	6,145 -758	-11%	-$60.2K	0.19%	63
2025 Q1	$522K	Sell	6,903 -3,272	-32%	-$245K	0.22%	66
2024 Q4	$715K	Buy	10,175 +97	+1%	+$7.16K	0.28%	56
2024 Q3	$787K	Buy	+10,078	New	+$754K	0.33%	48
2024 Q1	–	Sell	-7,734	Closed	-$544K	–	85
2023 Q4	$544K	Sell	7,734 -28,775	-79%	-$1.9M	0.31%	56
2023 Q3	$2.35M	Buy	36,509 +160	+0.4%	+$10.7K	0.79%	24
2023 Q2	$2.45M	Buy	36,349 +1,825	+5%	+$124K	0.72%	24
2023 Q1	$2.31M	Sell	34,524 -1,861	-5%	-$122K	0.48%	42
2022 Q4	$2.24M	Buy	36,385 +28,497	+361%	+$1.68M	0.7%	39
2022 Q3	$415K	Sell	7,888 -2,723	-26%	-$160K	0.15%	107
2022 Q2	$624K	Sell	10,611 -16	-0.2%	-$1.03K	0.09%	123
2022 Q1	$739K	Buy	10,627 +2,389	+29%	+$169K	0.08%	133
2021 Q4	$615K	Buy	8,238 +206	+3%	+$15.5K	0.08%	113
2021 Q3	$596K	Buy	8,032 +1	+0%	+$76	0.06%	112
2021 Q2	$601K	Sell	8,031 -981	-11%	-$74.1K	0.06%	103
2021 Q1	$649K	Sell	9,012 -6,596	-42%	-$471K	0.06%	83
2020 Q4	$1.08M	Buy	15,608 +4,856	+45%	+$314K	0.14%	39
2020 Q3	$648K	Sell	10,752 -9,975	-48%	-$602K	0.1%	57
2020 Q2	$1.19M	Buy	20,727 +6,802	+49%	+$369K	0.38%	32
2020 Q1	$695K	Sell	13,925 -6,312	-31%	-$376K	0.67%	35
2019 Q4	$1.32M	Buy	20,237 +9,010	+80%	+$571K	1.01%	25
2019 Q3	$686K	Buy	+11,227	New	+$678K	0.52%	42
2019 Q2	–	Sell	-31	Closed	-$2K	–	206
2019 Q1	$2K	Hold	31	–	–	﹤0.01%	359
2018 Q4	$2K	Buy	+31	New	+$1.82K	﹤0.01%	331

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Lavaca Capital's IEFA Position: Q2 2026 in Review

Lavaca Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 63% in Q2 2026, buying an estimated $346K and bringing the position to 9,300 shares worth $898K. The position accounts for 0.09% of the portfolio, ranked #61.

Lavaca Capital first reported a position in IEFA in Q4 2018 and has held it in 28 quarters since. The position peaked at $2.45M in Q2 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Lavaca Capital held 9,300 shares of iShares Core MSCI EAFE ETF worth $898K as of Q2 2026.
Lavaca Capital bought 3,604 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $346K.
iShares Core MSCI EAFE ETF made up 0.09% of Lavaca Capital's portfolio in Q2 2026, its #61 holding.
Lavaca Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 28 quarters since.
Lavaca Capital's iShares Core MSCI EAFE ETF position peaked at $2.45M in Q2 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lavaca Capital's 13F filing for Q2 2026, filed 14 Aug 2026.