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Louisbourg Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Louisbourg Investments’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 		$9.51M Buy
98,511
+3,322
+3% +$319K 1.76% 12
2026
Q1 		$8.62M Buy
95,189
+4,132
+5% +$386K 1.63% 11
2025
Q4 		$8.15M Buy
91,057
+2,466
+3% +$218K 1.62% 14
2025
Q3 		$7.73M Buy
88,591
+4,107
+5% +$349K 1.69% 13
2025
Q2 		$7.05M Buy
84,484
+3,299
+4% +$262K 1.66% 13
2025
Q1 		$6.14M Buy
81,185
+5,343
+7% +$400K 1.67% 14
2024
Q4 		$5.33M Buy
75,842
+5,514
+8% +$407K 1.4% 22
2024
Q3 		$5.49M Buy
70,328
+8,295
+13% +$621K 1.39% 21
2024
Q2 		$4.51M Buy
62,033
+8,839
+17% +$650K 1.26% 31
2024
Q1 		$3.95M Buy
53,194
+4,950
+10% +$352K 1.1% 37
2023
Q4 		$3.39M Buy
+48,244
New +$3.18M 1.02% 38

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Louisbourg Investments's IEFA Position: Q2 2026 in Review

Louisbourg Investments increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q2 2026, buying an estimated $319K and bringing the position to 98,511 shares worth $9.51M. The position accounts for 1.76% of the portfolio, ranked #12.

Louisbourg Investments first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Louisbourg Investments held 98,511 shares of iShares Core MSCI EAFE ETF worth $9.51M as of Q2 2026.
  • Louisbourg Investments bought 3,322 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $319K.
  • iShares Core MSCI EAFE ETF made up 1.76% of Louisbourg Investments's portfolio in Q2 2026, its #12 holding.
  • Louisbourg Investments first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.