Leverty Financial Group
IEFA icon

Leverty Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Leverty Financial Group’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
Q3 		$66.7M Buy
688,238
+54,595
+9% +$5.39M 12.16% 2
2026
Q2 		$61.2M Buy
633,643
+20,104
+3% +$1.93M 11.9% 2
2026
Q1 		$55.5M Buy
613,539
+11,527
+2% +$1.08M 12.29% 2
2025
Q4 		$53.9M Buy
602,012
+32,556
+6% +$2.88M 12.88% 2
2025
Q3 		$49.7M Sell
569,456
-8,942
-2% -$760K 12.9% 2
2025
Q2 		$48.3M Buy
578,398
+572,896
+10,413% +$45.5M 14.41% 2
2025
Q1 		$416K Sell
5,502
-104
-2% -$7.78K 0.17% 24
2024
Q4 		$394K Sell
5,606
-10
-0.2% -$738 0.2% 21
2024
Q3 		$438K Sell
5,616
-28
-0.5% -$2.1K 0.24% 20
2024
Q2 		$410K Buy
5,644
+9
+0.2% +$662 0.24% 17
2024
Q1 		$418K Sell
5,635
-139
-2% -$9.9K 0.25% 18
2023
Q4 		$406K Buy
5,774
+128
+2% +$8.44K 0.26% 19
2023
Q3 		$363K Sell
5,646
-112
-2% -$7.5K 0.26% 14
2023
Q2 		$389K Sell
5,758
-147
-2% -$10K 0.28% 14
2023
Q1 		$395K Buy
5,905
+475
+9% +$31.1K 0.31% 13
2022
Q4 		$335K Sell
5,430
-46,944
-90% -$2.76M 0.29% 15
2022
Q3 		$2.76M Buy
52,374
+16,490
+46% +$970K 2.67% 7
2022
Q2 		$2.11M Buy
35,884
+3,287
+10% +$211K 1.97% 7
2022
Q1 		$2.26M Buy
+32,597
New +$2.31M 1.79% 6

Other funds holding IEFA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Leverty Financial Group's IEFA Position: Q3 2026 in Review

Leverty Financial Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.6% in Q3 2026, buying an estimated $5.39M and bringing the position to 688,238 shares worth $66.7M. The position accounts for 12.16% of the portfolio, ranked #2.

Leverty Financial Group first reported a position in IEFA in Q1 2022 and has held it in 19 quarters since. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Leverty Financial Group held 688,238 shares of iShares Core MSCI EAFE ETF worth $66.7M as of Q3 2026.
  • Leverty Financial Group bought 54,595 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $5.39M.
  • iShares Core MSCI EAFE ETF made up 12.16% of Leverty Financial Group's portfolio in Q3 2026, its #2 holding.
  • Leverty Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 19 quarters since.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Leverty Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.