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Lowe Brockenbrough & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Lowe Brockenbrough & Co’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
Q1 		$17.8M Sell
197,051
-641
-0.3% -$59.8K 0.89% 32
2025
Q4 		$17.7M Sell
197,692
-648
-0.3% -$57.3K 0.87% 32
2025
Q3 		$17.3M Sell
198,340
-747
-0.4% -$63.5K 0.89% 28
2025
Q2 		$16.6M Sell
199,087
-5,563
-3% -$442K 0.93% 27
2025
Q1 		$15.5M Sell
204,650
-2,067
-1% -$155K 1.02% 24
2024
Q4 		$14.5M Buy
206,717
+13,099
+7% +$966K 0.93% 30
2024
Q3 		$15.1M Sell
193,618
-2,788
-1% -$209K 0.96% 27
2024
Q2 		$14.3M Sell
196,406
-4,239
-2% -$312K 0.95% 31
2024
Q1 		$14.9M Sell
200,645
-1,780
-0.9% -$127K 1.01% 32
2023
Q4 		$14.2M Sell
202,425
-1,783
-0.9% -$118K 1.1% 23
2023
Q3 		$13.1M Sell
204,208
-743
-0.4% -$49.7K 1.02% 29
2023
Q2 		$13.8M Buy
204,951
+1,892
+0.9% +$128K 1.04% 29
2023
Q1 		$13.6M Buy
203,059
+79
+0% +$5.18K 1.1% 27
2022
Q4 		$12.5M Sell
202,980
-5,025
-2% -$296K 1.09% 28
2022
Q3 		$11M Buy
208,005
+6,394
+3% +$376K 1.06% 26
2022
Q2 		$11.9M Sell
201,611
-3,849
-2% -$247K 1.04% 26
2022
Q1 		$14.3M Buy
205,460
+169
+0.1% +$12K 1.05% 25
2021
Q4 		$15.3M Buy
205,291
+18,957
+10% +$1.42M 1.12% 27
2021
Q3 		$13.8M Buy
+186,334
New +$14.2M 1.08% 24

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Lowe Brockenbrough & Co's IEFA Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.32% in Q1 2026, selling an estimated $59.8K and leaving 197,051 shares worth $17.8M. The position accounts for 0.89% of the portfolio, ranked #32.

Lowe Brockenbrough & Co first reported a position in IEFA in Q3 2021 and has held it in 19 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Lowe Brockenbrough & Co held 197,051 shares of iShares Core MSCI EAFE ETF worth $17.8M as of Q1 2026.
  • Lowe Brockenbrough & Co sold 641 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $59.8K.
  • iShares Core MSCI EAFE ETF made up 0.89% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #32 holding.
  • Lowe Brockenbrough & Co first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 19 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.