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Lindbrook Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lindbrook Capital’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
2025
Q1 		$114K Sell
1,502
-1,422
-49% -$106K 0.01% 629
2024
Q4 		$205K Sell
2,924
-158
-5% -$11.7K 0.02% 383
2024
Q3 		$241K Buy
3,082
+2,294
+291% +$172K 0.02% 352
2024
Q2 		$57.2K Hold
788
– – 0.01% 736
2024
Q1 		$58.5K Hold
788
– – 0.01% 722
2023
Q4 		$55.4K Hold
788
– – 0.01% 715
2023
Q3 		$50.7K Sell
788
-413
-34% -$27.7K 0.01% 684
2023
Q2 		$81.1K Buy
1,201
+413
+52% +$28K 0.01% 547
2023
Q1 		$52.7K Sell
788
-20
-2% -$1.31K 0.01% 675
2022
Q4 		$49.8K Hold
808
– – 0.01% 695
2022
Q3 		$43K Hold
808
– – 0.01% 704
2022
Q2 		$48K Sell
808
-2,000
-71% -$128K 0.01% 670
2022
Q1 		$195K Sell
2,808
-100
-3% -$7.07K 0.03% 291
2021
Q4 		$217K Buy
2,908
+2,893
+19,287% +$217K 0.03% 287
2021
Q3 		$1K Sell
15
-376
-96% -$28.6K ﹤0.01% 1733
2021
Q2 		$29K Hold
391
– – 0.01% 651
2021
Q1 		$28K Buy
391
+15
+4% +$1.07K 0.01% 622
2020
Q4 		$26K Hold
376
– – 0.01% 601
2020
Q3 		$23K Hold
376
– – 0.01% 566
2020
Q2 		$21K Sell
376
-375
-50% -$20.3K 0.01% 594
2020
Q1 		$38K Hold
751
– – 0.01% 387
2019
Q4 		$49K Hold
751
– – 0.02% 449
2019
Q3 		$46K Hold
751
– – 0.02% 447
2019
Q2 		$46K Sell
751
-104
-12% -$6.37K 0.02% 449
2019
Q1 		$51K Hold
855
– – 0.02% 401
2018
Q4 		$47K Buy
+855
New +$50.1K 0.02% 364

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Lindbrook Capital's IEFA Position: Q1 2025 in Review

Lindbrook Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 49% in Q1 2025, selling an estimated $106K and leaving 1,502 shares worth $114K. The position accounts for 0.01% of the portfolio, ranked #629.

Lindbrook Capital first reported a position in IEFA in Q4 2018 and has held it in 26 quarters since. The position peaked at $241K in Q3 2024. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Lindbrook Capital held 1,502 shares of iShares Core MSCI EAFE ETF worth $114K as of Q1 2025.
  • Lindbrook Capital sold 1,422 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $106K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #629 holding.
  • Lindbrook Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's iShares Core MSCI EAFE ETF position peaked at $241K in Q3 2024.
  • 2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.