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Lee, Danner & Bass’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lee, Danner & Bass’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 		$281K Hold
2,905
– – 0.02% 224
2026
Q1 		$263K Hold
2,905
– – 0.02% 222
2025
Q4 		$260K Hold
2,905
– – 0.02% 212
2025
Q3 		$254K Buy
+2,905
New +$247K 0.02% 214
2025
Q1 		– Sell
-479
Closed -$33.7K – 454
2024
Q4 		$33.7K Buy
+479
New +$35.3K ﹤0.01% 396

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

Lee, Danner & Bass's IEFA Position: Q2 2026 in Review

Lee, Danner & Bass held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,905 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #224.

Lee, Danner & Bass first reported a position in IEFA in Q4 2024 and has held it in 5 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Lee, Danner & Bass held 2,905 shares of iShares Core MSCI EAFE ETF worth $281K as of Q2 2026.
  • Lee, Danner & Bass left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of Lee, Danner & Bass's portfolio in Q2 2026, its #224 holding.
  • Lee, Danner & Bass first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 5 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lee, Danner & Bass's 13F filing for Q2 2026, filed 21 Jul 2026.