Leigh Baldwin & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Leigh Baldwin & Co’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	$2.9M	Sell	30,012 -5,610	-16%	-$539K	1.56%	14
2026 Q1	$3.22M	Buy	35,622 +1,234	+4%	+$115K	2.09%	11
2025 Q4	$3.08M	Buy	34,388 +3,767	+12%	+$333K	2.02%	13
2025 Q3	$2.67M	Buy	30,621 +1,650	+6%	+$140K	1.51%	16
2025 Q2	$2.42M	Buy	28,971 +6,524	+29%	+$518K	1.59%	14
2025 Q1	$1.7M	Buy	22,447 +2,702	+14%	+$202K	1.37%	18
2024 Q4	$1.39M	Buy	+19,745	New	+$1.46M	1.17%	19

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

Leigh Baldwin & Co's IEFA Position: Q2 2026 in Review

Leigh Baldwin & Co reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 16% in Q2 2026, selling an estimated $539K and leaving 30,012 shares worth $2.9M. The position accounts for 1.56% of the portfolio, ranked #14.

Leigh Baldwin & Co first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.22M in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Leigh Baldwin & Co held 30,012 shares of iShares Core MSCI EAFE ETF worth $2.9M as of Q2 2026.
Leigh Baldwin & Co sold 5,610 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $539K.
iShares Core MSCI EAFE ETF made up 1.56% of Leigh Baldwin & Co's portfolio in Q2 2026, its #14 holding.
Leigh Baldwin & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
Leigh Baldwin & Co's iShares Core MSCI EAFE ETF position peaked at $3.22M in Q1 2026.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Leigh Baldwin & Co's 13F filing for Q2 2026, filed 13 Aug 2026.