Lowe 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
Q3 | $385K | Buy |
4,413
+16
| +0.4% | +$1.36K | 0.14% | 42 |
|
|
2025
Q2 | $367K | Buy |
4,397
+100
| +2% | +$7.94K | 0.14% | 43 |
|
|
2025
Q1 | $325K | Sell |
4,297
-20
| -0.5% | -$1.5K | 0.14% | 41 |
|
|
2024
Q4 | $303K | Sell |
4,317
-340
| -7% | -$25.1K | 0.13% | 40 |
|
|
2024
Q3 | $363K | Sell |
4,657
-50
| -1% | -$3.74K | 0.16% | 38 |
|
|
2024
Q2 | $342K | Sell |
4,707
-750
| -14% | -$55.2K | 0.16% | 36 |
|
|
2024
Q1 | $405K | Sell |
5,457
-877
| -14% | -$62.4K | 0.19% | 33 |
|
|
2023
Q4 | $446K | Sell |
6,334
-2,920
| -32% | -$192K | 0.22% | 32 |
|
|
2023
Q3 | $595K | Sell |
9,254
-556
| -6% | -$37.2K | 0.32% | 27 |
|
|
2023
Q2 | $662K | Sell |
9,810
-305
| -3% | -$20.7K | 0.34% | 27 |
|
|
2023
Q1 | $676K | Sell |
10,115
-505
| -5% | -$33.1K | 0.36% | 22 |
|
|
2022
Q4 | $655K | Sell |
10,620
-250
| -2% | -$14.7K | 0.36% | 24 |
|
|
2022
Q3 | $573K | Sell |
10,870
-449
| -4% | -$26.4K | 0.34% | 26 |
|
|
2022
Q2 | $666K | Sell |
11,319
-90,886
| -89% | -$5.83M | 0.36% | 27 |
|
|
2022
Q1 | $7.1M | Sell |
102,205
-6,301
| -6% | -$446K | 3.21% | 8 |
|
|
2021
Q4 | $8.1M | Buy |
108,506
+432
| +0.4% | +$32.5K | 3.56% | 8 |
|
|
2021
Q3 | $8.02M | Sell |
108,074
-497
| -0.5% | -$37.8K | 3.81% | 8 |
|
|
2021
Q2 | $8.13M | Sell |
108,571
-1,641
| -1% | -$124K | 3.89% | 8 |
|
|
2021
Q1 | $7.94M | Sell |
110,212
-5
| -0% | -$357 | 3.99% | 8 |
|
|
2020
Q4 | $7.62M | Buy |
110,217
+3,407
| +3% | +$220K | 3.87% | 8 |
|
|
2020
Q3 | $6.44M | Buy |
106,810
+4,364
| +4% | +$263K | 3.57% | 8 |
|
|
2020
Q2 | $5.86M | Sell |
102,446
-1,286
| -1% | -$69.7K | 3.45% | 8 |
|
|
2020
Q1 | $5.17M | Sell |
103,732
-1,495
| -1% | -$89K | 3.64% | 8 |
|
|
2019
Q4 | $6.87M | Buy |
105,227
+2,660
| +3% | +$169K | 3.81% | 7 |
|
|
2019
Q3 | $6.26M | Sell |
102,567
-620
| -0.6% | -$37.4K | 3.74% | 7 |
|
|
2019
Q2 | $6.34M | Sell |
103,187
-245
| -0.2% | -$15K | 3.8% | 8 |
|
|
2019
Q1 | $6.29M | Sell |
103,432
-3
| -0% | -$177 | 3.81% | 8 |
|
|
2018
Q4 | $5.69M | Buy |
103,435
+213
| +0.2% | +$12.5K | 3.89% | 8 |
|
|
2018
Q3 | $6.61M | Buy |
103,222
+1,691
| +2% | +$108K | 3.91% | 8 |
|
|
2018
Q2 | $6.43M | Buy |
101,531
+1,875
| +2% | +$124K | 3.99% | 8 |
|
|
2018
Q1 | $6.57M | Buy |
99,656
+32,915
| +49% | +$2.21M | 4.12% | 8 |
|
|
2017
Q4 | $4.41M | Buy |
66,741
+22,693
| +52% | +$1.48M | 2.69% | 12 |
|
|
2017
Q3 | $2.83M | Buy |
44,048
+897
| +2% | +$56.1K | 1.77% | 15 |
|
|
2017
Q2 | $2.63M | Buy |
43,151
+2,836
| +7% | +$171K | 1.68% | 15 |
|
|
2017
Q1 | $2.34M | Buy |
40,315
+40,290
| +161,160% | +$2.26M | 1.54% | 14 |
|
|
2016
Q4 | $1K | Hold |
25
| – | – | ﹤0.01% | 213 |
|
|
2016
Q3 | $1K | Hold |
25
| – | – | ﹤0.01% | 226 |
|
|
2016
Q2 | $1K | Hold |
25
| – | – | ﹤0.01% | 231 |
|
|
2016
Q1 | $1K | Buy |
+25
| New | +$1.27K | ﹤0.01% | 205 |
|
Other funds holding IEFA
Lowe Wealth Advisors's IEFA Position: Q3 2025 in Review
Lowe Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.36% in Q3 2025, buying an estimated $1.36K and bringing the position to 4,413 shares worth $385K. The position accounts for 0.14% of the portfolio, ranked #42.
Lowe Wealth Advisors first reported a position in IEFA in Q1 2016 and has held it in 39 quarters since. The position peaked at $8.13M in Q2 2021. 2,134 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.
- Lowe Wealth Advisors held 4,413 shares of iShares Core MSCI EAFE ETF worth $385K as of Q3 2025.
- Lowe Wealth Advisors bought 16 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $1.36K.
- iShares Core MSCI EAFE ETF made up 0.14% of Lowe Wealth Advisors's portfolio in Q3 2025, its #42 holding.
- Lowe Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 39 quarters since.
- Lowe Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $8.13M in Q2 2021.
- 2,134 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.
Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.