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Leavell Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Leavell Investment 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
Q2 		$4.48M Buy
46,402
+226
+0.5% +$21.7K 0.16% 148
2026
Q1 		$4.18M Buy
46,176
+414
+0.9% +$38.6K 0.17% 140
2025
Q4 		$4.09M Sell
45,762
-157
-0.3% -$13.9K 0.17% 137
2025
Q3 		$4.01M Sell
45,919
-40
-0.1% -$3.4K 0.17% 136
2025
Q2 		$3.84M Buy
45,959
+6,773
+17% +$538K 0.17% 137
2025
Q1 		$2.96M Buy
39,186
+204
+0.5% +$15.3K 0.15% 152
2024
Q4 		$2.74M Buy
38,982
+843
+2% +$62.2K 0.13% 156
2024
Q3 		$2.98M Sell
38,139
-354
-0.9% -$26.5K 0.15% 148
2024
Q2 		$2.8M Buy
38,493
+186
+0.5% +$13.7K 0.15% 140
2024
Q1 		$2.84M Sell
38,307
-1,981
-5% -$141K 0.16% 132
2023
Q4 		$2.83M Buy
40,288
+5,969
+17% +$393K 0.18% 128
2023
Q3 		$2.21M Sell
34,319
-2,528
-7% -$169K 0.15% 138
2023
Q2 		$2.49M Sell
36,847
-2,331
-6% -$158K 0.17% 137
2023
Q1 		$2.62M Buy
39,178
+2,632
+7% +$173K 0.19% 133
2022
Q4 		$2.25M Sell
36,546
-580
-2% -$34.1K 0.17% 140
2022
Q3 		$1.96M Buy
37,126
+433
+1% +$25.5K 0.16% 144
2022
Q2 		$2.16M Buy
36,693
+20
+0.1% +$1.28K 0.17% 136
2022
Q1 		$2.55M Buy
36,673
+373
+1% +$26.4K 0.18% 133
2021
Q4 		$2.71M Buy
36,300
+1,004
+3% +$75.5K 0.18% 127
2021
Q3 		$2.62M Buy
35,296
+7,743
+28% +$589K 0.2% 123
2021
Q2 		$1.99M Hold
27,553
– – 0.16% 138
2021
Q1 		$1.99M Buy
27,553
+5,958
+28% +$426K 0.16% 138
2020
Q4 		$1.49M Buy
21,595
+2,052
+10% +$133K 0.13% 161
2020
Q3 		$1.18M Buy
19,543
+8,037
+70% +$485K 0.1% 169
2020
Q2 		$658K Buy
11,506
+1,293
+13% +$70.1K 0.06% 220
2020
Q1 		$510K Buy
10,213
+6,360
+165% +$378K 0.06% 230
2019
Q4 		$251K Buy
+3,853
New +$244K 0.02% 351

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Leavell Investment Management's IEFA Position: Q2 2026 in Review

Leavell Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.49% in Q2 2026, buying an estimated $21.7K and bringing the position to 46,402 shares worth $4.48M. The position accounts for 0.16% of the portfolio, ranked #148.

Leavell Investment Management first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Leavell Investment Management held 46,402 shares of iShares Core MSCI EAFE ETF worth $4.48M as of Q2 2026.
  • Leavell Investment Management bought 226 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $21.7K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Leavell Investment Management's portfolio in Q2 2026, its #148 holding.
  • Leavell Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.