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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Leigh Baldwin & Co's IEFA Position: Q1 2026 in Review

Leigh Baldwin & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q1 2026, buying an estimated $115K and bringing the position to 35,622 shares worth $3.22M. The position accounts for 2.09% of the portfolio, ranked #11.

Leigh Baldwin & Co first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Leigh Baldwin & Co held 35,622 shares of iShares Core MSCI EAFE ETF worth $3.22M as of Q1 2026.
  • Leigh Baldwin & Co bought 1,234 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $115K.
  • iShares Core MSCI EAFE ETF made up 2.09% of Leigh Baldwin & Co's portfolio in Q1 2026, its #11 holding.
  • Leigh Baldwin & Co first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.