Linscomb Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Linscomb Wealth’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	$4.76M	Buy	49,303 +29,781	+153%	+$2.86M	0.21%	99
2026 Q1	$1.77M	Buy	19,522 +17,271	+767%	+$1.61M	0.08%	155
2025 Q4	$201K	Sell	2,251 -315	-12%	-$27.9K	0.01%	302
2025 Q3	$224K	Sell	2,566 -1,025	-29%	-$87.1K	0.01%	295
2025 Q2	$300K	Buy	+3,591	New	+$285K	0.01%	264
2024 Q4	–	Sell	-2,614	Closed	-$204K	–	293
2024 Q3	$204K	Buy	+2,614	New	+$196K	0.01%	285
2023 Q2	–	Sell	-3,016	Closed	-$202K	–	277
2023 Q1	$202K	Buy	+3,016	New	+$198K	0.01%	280
2017 Q1	–	Sell	-39,998	Closed	-$2.15M	–	253
2016 Q4	$2.15M	Buy	+39,998	New	+$2.15M	0.2%	75

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

Linscomb Wealth's IEFA Position: Q2 2026 in Review

Linscomb Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 153% in Q2 2026, buying an estimated $2.86M and bringing the position to 49,303 shares worth $4.76M. The position accounts for 0.21% of the portfolio, ranked #99.

Linscomb Wealth first reported a position in IEFA in Q4 2016 and has held it in 8 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Linscomb Wealth held 49,303 shares of iShares Core MSCI EAFE ETF worth $4.76M as of Q2 2026.
Linscomb Wealth bought 29,781 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.86M.
iShares Core MSCI EAFE ETF made up 0.21% of Linscomb Wealth's portfolio in Q2 2026, its #99 holding.
Linscomb Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 8 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.