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LPF Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LPF Advisors’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
2025
Q1 		$461K Buy
6,099
+9
+0.1% +$673 0.38% 17
2024
Q4 		$428K Hold
6,090
– – 0.36% 18
2024
Q3 		$475K Hold
6,090
– – 0.41% 18
2024
Q2 		$442K Buy
+6,090
New +$448K 0.41% 20

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPF Advisors's IEFA Position: Q1 2025 in Review

LPF Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.15% in Q1 2025, buying an estimated $673 and bringing the position to 6,099 shares worth $461K. The position accounts for 0.38% of the portfolio, ranked #17.

LPF Advisors first reported a position in IEFA in Q2 2024 and has held it in 4 quarters since. The position peaked at $475K in Q3 2024. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • LPF Advisors held 6,099 shares of iShares Core MSCI EAFE ETF worth $461K as of Q1 2025.
  • LPF Advisors bought 9 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $673.
  • iShares Core MSCI EAFE ETF made up 0.38% of LPF Advisors's portfolio in Q1 2025, its #17 holding.
  • LPF Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 4 quarters since.
  • LPF Advisors's iShares Core MSCI EAFE ETF position peaked at $475K in Q3 2024.
  • 2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on LPF Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.