Lee Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.23M | Hold |
24,658
| – | – | 0.31% | 30 |
|
|
2025
Q4 | $2.21M | Sell |
24,658
-1,408
| -5% | -$125K | 0.3% | 32 |
|
|
2025
Q3 | $2.28M | Sell |
26,066
-750
| -3% | -$63.7K | 0.29% | 35 |
|
|
2025
Q2 | $2.24M | Sell |
26,816
-25
| -0.1% | -$1.98K | 0.32% | 31 |
|
|
2025
Q1 | $2.03M | Buy |
26,841
+25
| +0.1% | +$1.87K | 0.31% | 31 |
|
|
2024
Q4 | $1.88M | Hold |
26,816
| – | – | 0.26% | 38 |
|
|
2024
Q3 | $2.09M | Hold |
26,816
| – | – | 0.3% | 32 |
|
|
2024
Q2 | $1.95M | Sell |
26,816
-365
| -1% | -$26.9K | 0.32% | 31 |
|
|
2024
Q1 | $2.02M | Sell |
27,181
-5,202
| -16% | -$370K | 0.34% | 29 |
|
|
2023
Q4 | $2.28M | Sell |
32,383
-651
| -2% | -$42.9K | 0.4% | 25 |
|
|
2023
Q3 | $2.13M | Sell |
33,034
-16,961
| -34% | -$1.14M | 0.4% | 27 |
|
|
2023
Q2 | $3.37M | Sell |
49,995
-27,461
| -35% | -$1.86M | 0.59% | 22 |
|
|
2023
Q1 | $5.18M | Sell |
77,456
-32,374
| -29% | -$2.12M | 0.89% | 22 |
|
|
2022
Q4 | $6.77M | Sell |
109,830
-1,085
| -1% | -$63.9K | 1.16% | 17 |
|
|
2022
Q3 | $5.84M | Buy |
110,915
+2,666
| +2% | +$157K | 1.09% | 17 |
|
|
2022
Q2 | $6.37M | Buy |
108,249
+33,649
| +45% | +$2.16M | 1.17% | 17 |
|
|
2022
Q1 | $5.18M | Sell |
74,600
-1,080
| -1% | -$76.4K | 0.93% | 20 |
|
|
2021
Q4 | $5.65M | Buy |
75,680
+9,541
| +14% | +$717K | 1.06% | 17 |
|
|
2021
Q3 | $4.91M | Buy |
66,139
+205
| +0.3% | +$15.6K | 1.02% | 19 |
|
|
2021
Q2 | $4.94M | Hold |
65,934
| – | – | 1.05% | 19 |
|
|
2021
Q1 | $4.75M | Hold |
65,934
| – | – | 1.13% | 19 |
|
|
2020
Q4 | $4.55M | Hold |
65,934
| – | – | 1.18% | 18 |
|
|
2020
Q3 | $3.98M | Hold |
65,934
| – | – | 1.11% | 19 |
|
|
2020
Q2 | $3.77M | Sell |
65,934
-10,103
| -13% | -$548K | 1.05% | 19 |
|
|
2020
Q1 | $3.79M | Sell |
76,037
-2,812
| -4% | -$167K | 1.26% | 14 |
|
|
2019
Q4 | $5.14M | Sell |
78,849
-187
| -0.2% | -$11.9K | 1.11% | 18 |
|
|
2019
Q3 | $4.83M | Sell |
79,036
-945
| -1% | -$57K | 1.09% | 19 |
|
|
2019
Q2 | $4.91M | Buy |
79,981
+901
| +1% | +$55.2K | 1.11% | 19 |
|
|
2019
Q1 | $4.81M | Buy |
79,080
+305
| +0.4% | +$18K | 1.13% | 18 |
|
|
2018
Q4 | $4.33M | Buy |
78,775
+40,628
| +107% | +$2.38M | 1.16% | 21 |
|
|
2018
Q3 | $2.44M | Sell |
38,147
-9,318
| -20% | -$594K | 0.6% | 26 |
|
|
2018
Q2 | $3.01M | Buy |
47,465
+9,313
| +24% | +$616K | 0.71% | 23 |
|
|
2018
Q1 | $2.51M | Buy |
38,152
+10,310
| +37% | +$693K | 0.64% | 24 |
|
|
2017
Q4 | $1.84M | Buy |
27,842
+231
| +0.8% | +$15.1K | 0.53% | 34 |
|
|
2017
Q3 | $1.77M | Buy |
27,611
+7,961
| +41% | +$498K | 0.57% | 33 |
|
|
2017
Q2 | $1.2M | Buy |
19,650
+2,556
| +15% | +$154K | 0.44% | 51 |
|
|
2017
Q1 | $991K | Buy |
17,094
+12,829
| +301% | +$721K | 0.4% | 61 |
|
|
2016
Q4 | $229K | Buy |
+4,265
| New | +$229K | 0.13% | 97 |
|
Other funds holding IEFA
Lee Financial's IEFA Position: Q1 2026 in Review
Lee Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 24,658 shares worth $2.23M. The position accounts for 0.31% of the portfolio, ranked #30.
Lee Financial first reported a position in IEFA in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.77M in Q4 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Lee Financial held 24,658 shares of iShares Core MSCI EAFE ETF worth $2.23M as of Q1 2026.
- Lee Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
- iShares Core MSCI EAFE ETF made up 0.31% of Lee Financial's portfolio in Q1 2026, its #30 holding.
- Lee Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
- Lee Financial's iShares Core MSCI EAFE ETF position peaked at $6.77M in Q4 2022.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.