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 Q2	$18.5M	Sell	191,260 -5,791	-3%	-$556K	0.82%	33
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 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

Lowe Brockenbrough & Co's IEFA Position: Q2 2026 in Review

Lowe Brockenbrough & Co reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, selling an estimated $556K and leaving 191,260 shares worth $18.5M. The position accounts for 0.82% of the portfolio, ranked #33.

Lowe Brockenbrough & Co first reported a position in IEFA in Q3 2021 and has held it in 20 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Lowe Brockenbrough & Co held 191,260 shares of iShares Core MSCI EAFE ETF worth $18.5M as of Q2 2026.
Lowe Brockenbrough & Co sold 5,791 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $556K.
iShares Core MSCI EAFE ETF made up 0.82% of Lowe Brockenbrough & Co's portfolio in Q2 2026, its #33 holding.
Lowe Brockenbrough & Co first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q2 2026, filed 3 Aug 2026.