LI
IEFA icon

LRI Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

LRI Investments’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 		$16.4K Hold
170
– – ﹤0.01% 823
2026
Q1 		$15.4K Hold
170
– – ﹤0.01% 762
2025
Q4 		$15.2K Hold
170
– – ﹤0.01% 766
2025
Q3 		$14.8K Hold
170
– – ﹤0.01% 788
2025
Q2 		$14.2K Buy
+170
New +$13.5K ﹤0.01% 771

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

LRI Investments's IEFA Position: Q2 2026 in Review

LRI Investments held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 170 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

LRI Investments first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • LRI Investments held 170 shares of iShares Core MSCI EAFE ETF worth $16.4K as of Q2 2026.
  • LRI Investments left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #823 holding.
  • LRI Investments first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.