Long Run Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$33.3M Buy
371,738
+18,404
+5% +$1.63M 6.27% 3
2025
Q3
$30.8M Buy
353,334
+10,644
+3% +$904K 6.05% 3
2025
Q2
$28.6M Buy
342,690
+11,366
+3% +$902K 6% 3
2025
Q1
$25.1M Sell
331,324
-19,118
-5% -$1.43M 5.68% 3
2024
Q4
$24.6M Buy
350,442
+26,774
+8% +$1.98M 5.9% 3
2024
Q3
$25.3M Buy
323,668
+10,159
+3% +$760K 5.95% 3
2024
Q2
$22.8M Buy
313,509
+12,573
+4% +$925K 5.76% 4
2024
Q1
$22.3M Buy
300,936
+13,677
+5% +$974K 5.88% 3
2023
Q4
$20.2M Buy
287,259
+12,150
+4% +$801K 5.84% 3
2023
Q3
$17.7M Buy
275,109
+10,815
+4% +$724K 5.74% 3
2023
Q2
$17.8M Buy
264,294
+17,129
+7% +$1.16M 5.69% 3
2023
Q1
$16.5M Buy
247,165
+92,589
+60% +$6.07M 5.62% 2
2022
Q4
$9.53M Buy
154,576
+617
+0.4% +$36.3K 3.43% 7
2022
Q3
$8.11M Buy
153,959
+10,884
+8% +$640K 3.21% 8
2022
Q2
$8.42M Buy
143,075
+8,019
+6% +$514K 3.26% 7
2022
Q1
$9.38M Buy
135,056
+6,473
+5% +$458K 3.28% 8
2021
Q4
$9.61M Buy
+128,583
New +$9.66M 3.34% 6

Other funds holding IEFA

Long Run Wealth Advisors's IEFA Position: Q4 2025 in Review

Long Run Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.2% in Q4 2025, buying an estimated $1.63M and bringing the position to 371,738 shares worth $33.3M. The position accounts for 6.27% of the portfolio, ranked #3.

Long Run Wealth Advisors first reported a position in IEFA in Q4 2021 and has held it in 17 quarters since. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Long Run Wealth Advisors held 371,738 shares of iShares Core MSCI EAFE ETF worth $33.3M as of Q4 2025.
  • Long Run Wealth Advisors bought 18,404 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $1.63M.
  • iShares Core MSCI EAFE ETF made up 6.27% of Long Run Wealth Advisors's portfolio in Q4 2025, its #3 holding.
  • Long Run Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • 2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Long Run Wealth Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.