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

Logan Capital Management’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 Q4	–	Sell	-203	Closed	-$17.7K	–	367
2025 Q3	$17.7K	Hold	203	–	–	﹤0.01%	339
2025 Q2	$16.9K	Sell	203 -181	-47%	-$14.4K	﹤0.01%	335
2025 Q1	$29.1K	Sell	384 -625	-62%	-$46.7K	﹤0.01%	363
2024 Q4	$70.9K	Buy	+1,009	New	+$74.4K	﹤0.01%	326
2024 Q1	–	Sell	-4,009	Closed	-$282K	–	482
2023 Q4	$282K	Hold	4,009	–	–	0.01%	272
2023 Q3	$258K	Hold	4,009	–	–	0.01%	271
2023 Q2	$271K	Hold	4,009	–	–	0.01%	266
2023 Q1	$268K	Sell	4,009 -92	-2%	-$6.03K	0.01%	277
2022 Q4	$253K	Sell	4,101 -3,442	-46%	-$203K	0.01%	280
2022 Q3	$397K	Buy	7,543 +3,442	+84%	+$202K	0.02%	248
2022 Q2	$241K	Buy	4,101 +335	+9%	+$21.5K	0.01%	272
2022 Q1	$262K	Sell	3,766 -1,908	-34%	-$135K	0.01%	271
2021 Q4	$424K	Buy	5,674 +2,298	+68%	+$173K	0.02%	263
2021 Q3	$251K	Hold	3,376	–	–	0.01%	280
2021 Q2	$253K	Hold	3,376	–	–	0.01%	275
2021 Q1	$243K	Sell	3,376 -233	-6%	-$16.7K	0.01%	271
2020 Q4	$249K	Sell	3,609 -3,137	-47%	-$203K	0.01%	291
2020 Q3	$407K	Sell	6,746 -901	-12%	-$54.3K	0.02%	323
2020 Q2	$437K	Sell	7,647 -807	-10%	-$43.7K	0.03%	251
2020 Q1	$422K	Sell	8,454 -83	-1%	-$4.94K	0.03%	267
2019 Q4	$557K	Buy	8,537 +1,626	+24%	+$103K	0.03%	251
2019 Q3	$422K	Hold	6,911	–	–	0.02%	261
2019 Q2	$424K	Buy	6,911 +148	+2%	+$9.07K	0.02%	260
2019 Q1	$411K	Sell	6,763 -6,817	-50%	-$402K	0.03%	264
2018 Q4	$747K	Buy	13,580 +5,223	+62%	+$306K	0.06%	195
2018 Q3	$535K	Sell	8,357 -790	-9%	-$50.4K	0.04%	235
2018 Q2	$579K	Buy	9,147 +140	+2%	+$9.27K	0.04%	225
2018 Q1	$593K	Sell	9,007 -22,034	-71%	-$1.48M	0.04%	220
2017 Q4	$2.05M	Buy	31,041 +25,394	+450%	+$1.66M	0.14%	117
2017 Q3	$362K	Sell	5,647 -6,453	-53%	-$404K	0.03%	240
2017 Q2	$737K	Buy	12,100 +7,068	+140%	+$427K	0.06%	193
2017 Q1	$292K	Buy	5,032 +519	+12%	+$29.2K	0.02%	246
2016 Q4	$242K	Sell	4,513 -1,475	-25%	-$79.2K	0.02%	261
2016 Q3	$330K	Hold	5,988	–	–	0.03%	244
2016 Q2	$311K	Buy	5,988 +256	+4%	+$13.7K	0.03%	244
2016 Q1	$305K	Buy	5,732 +317	+6%	+$16.2K	0.02%	266
2015 Q4	$294K	Buy	5,415 +1,475	+37%	+$81.8K	0.02%	259
2015 Q3	$208K	Hold	3,940	–	–	0.02%	274
2015 Q2	$230K	Buy	3,940 +355	+10%	+$21.6K	0.02%	289
2015 Q1	$210K	Buy	+3,585	New	+$206K	0.01%	268
2014 Q4	–	Sell	-3,585	Closed	-$209K	–	275
2014 Q3	$209K	Hold	3,585	–	–	0.02%	261
2014 Q2	$223K	Hold	3,585	–	–	0.02%	258
2014 Q1	$219K	Hold	3,585	–	–	0.02%	258
2013 Q4	$218K	Buy	+3,585	New	+$212K	0.02%	259

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Logan Capital Management's IEFA Position: Q4 2025 in Review

Logan Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 203 shares — an estimated $17.7K sold.

Logan Capital Management first reported a position in IEFA in Q4 2013 and held it in 44 quarters. The position peaked at $2.05M in Q4 2017. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

Logan Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
Logan Capital Management sold 203 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $17.7K.
Logan Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2013 and held it in 44 quarters.
Logan Capital Management's iShares Core MSCI EAFE ETF position peaked at $2.05M in Q4 2017.
2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.