LPL Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.17B | Buy |
46,029,515
+5,240,582
| +13% | +$489M | 1.11% | 7 |
|
|
2025
Q4 | $3.65B | Buy |
40,788,933
+1,799,732
| +5% | +$159M | 1% | 12 |
|
|
2025
Q3 | $3.4B | Buy |
38,989,201
+1,043,934
| +3% | +$88.7M | 0.99% | 13 |
|
|
2025
Q2 | $3.17B | Buy |
37,945,267
+1,722,771
| +5% | +$137M | 1.06% | 13 |
|
|
2025
Q1 | $2.74B | Sell |
36,222,496
-2,602,060
| -7% | -$195M | 1.07% | 12 |
|
|
2024
Q4 | $2.73B | Buy |
38,824,556
+2,548,622
| +7% | +$188M | 1.11% | 12 |
|
|
2024
Q3 | $2.83B | Buy |
36,275,934
+1,506,562
| +4% | +$113M | 1.26% | 8 |
|
|
2024
Q2 | $2.53B | Buy |
34,769,372
+1,529,043
| +5% | +$113M | 1.26% | 8 |
|
|
2024
Q1 | $2.47B | Sell |
33,240,329
-1,256,342
| -4% | -$89.4M | 1.32% | 7 |
|
|
2023
Q4 | $2.43B | Buy |
34,496,671
+1,132,095
| +3% | +$74.6M | 1.47% | 7 |
|
|
2023
Q3 | $2.15B | Buy |
33,364,576
+1,360,944
| +4% | +$91.1M | 1.5% | 7 |
|
|
2023
Q2 | $2.16B | Buy |
32,003,632
+697,334
| +2% | +$47.3M | 1.54% | 7 |
|
|
2023
Q1 | $2.09B | Buy |
31,306,298
+3,322,467
| +12% | +$218M | 1.63% | 7 |
|
|
2022
Q4 | $1.72B | Buy |
27,983,831
+201,251
| +0.7% | +$11.8M | 1.48% | 8 |
|
|
2022
Q3 | $1.46B | Buy |
27,782,580
+77,516
| +0.3% | +$4.56M | 1.41% | 8 |
|
|
2022
Q2 | $1.63B | Buy |
27,705,064
+172,185
| +0.6% | +$11M | 1.55% | 7 |
|
|
2022
Q1 | $1.91B | Buy |
27,532,879
+4,238,245
| +18% | +$300M | 1.64% | 7 |
|
|
2021
Q4 | $1.74B | Buy |
23,294,634
+1,279,768
| +6% | +$96.2M | 1.46% | 8 |
|
|
2021
Q3 | $1.63B | Buy |
22,014,866
+2,268,477
| +11% | +$173M | 1.54% | 7 |
|
|
2021
Q2 | $1.48B | Buy |
19,746,389
+4,924,646
| +33% | +$372M | 1.49% | 9 |
|
|
2021
Q1 | $1.07B | Sell |
14,821,743
-91,548
| -0.6% | -$6.54M | 1.23% | 13 |
|
|
2020
Q4 | $1.03B | Buy |
14,913,291
+5,021,068
| +51% | +$325M | 1.33% | 12 |
|
|
2020
Q3 | $596M | Sell |
9,892,223
-953,778
| -9% | -$57.5M | 0.93% | 19 |
|
|
2020
Q2 | $620M | Sell |
10,846,001
-1,856,956
| -15% | -$101M | 1.08% | 16 |
|
|
2020
Q1 | $634M | Buy |
12,702,957
+780,427
| +7% | +$46.4M | 1.37% | 14 |
|
|
2019
Q4 | $778M | Buy |
11,922,530
+524,142
| +5% | +$33.2M | 1.42% | 13 |
|
|
2019
Q3 | $696M | Buy |
11,398,388
+687,797
| +6% | +$41.5M | 1.42% | 12 |
|
|
2019
Q2 | $658M | Sell |
10,710,591
-722,699
| -6% | -$44.3M | 1.4% | 11 |
|
|
2019
Q1 | $695M | Buy |
11,433,290
+2,655,403
| +30% | +$157M | 1.58% | 11 |
|
|
2018
Q4 | $483M | Buy |
8,777,887
+852,147
| +11% | +$50M | 1.28% | 12 |
|
|
2018
Q3 | $508M | Buy |
7,925,740
+213,468
| +3% | +$13.6M | 1.22% | 12 |
|
|
2018
Q2 | $489M | Sell |
7,712,272
-171,032
| -2% | -$11.3M | 1.28% | 12 |
|
|
2018
Q1 | $519M | Buy |
7,883,304
+1,742,907
| +28% | +$117M | 1.43% | 10 |
|
|
2017
Q4 | $406M | Buy |
6,140,397
+767,935
| +14% | +$50.1M | 1.24% | 11 |
|
|
2017
Q3 | $345M | Buy |
5,372,462
+695,260
| +15% | +$43.5M | 1.22% | 11 |
|
|
2017
Q2 | $285M | Buy |
4,677,202
+1,502,347
| +47% | +$90.7M | 1.08% | 12 |
|
|
2017
Q1 | $184M | Buy |
3,174,855
+468,170
| +17% | +$26.3M | 1.25% | 9 |
|
|
2016
Q4 | $146M | Buy |
+2,706,685
| New | +$145M | 1.11% | 10 |
|
|
2016
Q3 | – | Sell |
-2,540,651
| Closed | -$129M | – | 2691 |
|
|
2016
Q2 | $129M | Sell |
2,540,651
-3,072,695
| -55% | -$164M | 1.09% | 10 |
|
|
2016
Q1 | $289M | Buy |
5,613,346
+594,962
| +12% | +$30.3M | 0.8% | 18 |
|
|
2015
Q4 | $268M | Buy |
5,018,384
+3,223,066
| +180% | +$179M | 0.74% | 24 |
|
|
2015
Q3 | $98.5M | Buy |
1,795,318
+100,363
| +6% | +$5.69M | 0.54% | 34 |
|
|
2015
Q2 | $97.5M | Buy |
1,694,955
+185,888
| +12% | +$11.3M | 0.49% | 34 |
|
|
2015
Q1 | $88.9M | Buy |
1,509,067
+10,474
| +0.7% | +$601K | 0.45% | 36 |
|
|
2014
Q4 | $82.9M | Sell |
1,498,593
-49,261
| -3% | -$2.79M | 0.45% | 40 |
|
|
2014
Q3 | $89M | Buy |
1,547,854
+259,052
| +20% | +$15.7M | 0.53% | 30 |
|
|
2014
Q2 | $80.2M | Buy |
1,288,802
+60,910
| +5% | +$3.78M | 0.47% | 43 |
|
|
2014
Q1 | $75M | Buy |
1,227,892
+1,188,564
| +3,022% | +$71.2M | 0.46% | 40 |
|
|
2013
Q4 | $2.39M | Buy |
39,328
+4,311
| +12% | +$255K | 0.01% | 730 |
|
|
2013
Q3 | $2.05M | Buy |
35,017
+14,056
| +67% | +$776K | 0.01% | 775 |
|
|
2013
Q2 | $1.08M | Buy |
+20,961
| New | +$1.13M | 0.01% | 1076 |
|
Other funds holding IEFA
LPL Financial's IEFA Position: Q1 2026 in Review
LPL Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q1 2026, buying an estimated $489M and bringing the position to 46,029,515 shares worth $4.17B. The position accounts for 1.11% of the portfolio, ranked #7.
LPL Financial first reported a position in IEFA in Q2 2013 and has held it in 51 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- LPL Financial held 46,029,515 shares of iShares Core MSCI EAFE ETF worth $4.17B as of Q1 2026.
- LPL Financial bought 5,240,582 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $489M.
- iShares Core MSCI EAFE ETF made up 1.11% of LPL Financial's portfolio in Q1 2026, its #7 holding.
- LPL Financial first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 51 quarters since.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.