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Lindenwold Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lindenwold Advisors’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 		– Sell
-4,216
Closed -$296K – 112
2024
Q4 		$296K Buy
+4,216
New +$311K 0.16% 95

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Lindenwold Advisors's IEFA Position: Q1 2025 in Review

Lindenwold Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 4,216 shares — an estimated $296K sold.

Lindenwold Advisors first reported a position in IEFA in Q4 2024 and held it in 1 quarter. The position peaked at $296K in Q4 2024. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Lindenwold Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Lindenwold Advisors sold 4,216 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $296K.
  • Lindenwold Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and held it in 1 quarter.
  • Lindenwold Advisors's iShares Core MSCI EAFE ETF position peaked at $296K in Q4 2024.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Lindenwold Advisors's 13F filing for Q1 2025, filed 8 May 2025.