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

Magnolia Capital 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
2026
Q1 		$1.87M Buy
20,624
+510
+3% +$47.6K 0.37% 73
2025
Q4 		$1.8M Buy
20,114
+696
+4% +$61.5K 0.38% 70
2025
Q3 		$1.7M Buy
19,418
+48
+0.2% +$4.08K 0.44% 66
2025
Q2 		$1.62M Sell
19,370
-325
-2% -$25.8K 0.41% 68
2025
Q1 		$1.49M Buy
19,695
+775
+4% +$58K 0.4% 65
2024
Q4 		$1.33M Buy
18,920
+7,221
+62% +$533K 0.34% 77
2024
Q3 		$913K Sell
11,699
-63
-0.5% -$4.72K 0.46% 68
2024
Q2 		$854K Sell
11,762
-6,142
-34% -$452K 0.48% 66
2024
Q1 		$1.27M Sell
17,904
-810
-4% -$57.7K 1.06% 33
2023
Q4 		$1.31M Sell
18,714
-358
-2% -$23.6K 0.96% 36
2023
Q3 		$1.18M Buy
19,072
+457
+2% +$30.6K 1.14% 24
2023
Q2 		$1.26M Sell
18,615
-1,385
-7% -$93.9K 0.63% 48
2023
Q1 		$1.34M Sell
20,000
-182
-0.9% -$11.9K 0.69% 42
2022
Q4 		$1.24M Sell
20,182
-33
-0.2% -$1.94K 0.83% 34
2022
Q3 		$1.06M Buy
20,215
+781
+4% +$45.9K 0.9% 35
2022
Q2 		$1.14M Sell
19,434
-53
-0.3% -$3.4K 1.04% 31
2022
Q1 		$1.35M Buy
19,487
+502
+3% +$35.5K 0.53% 54
2021
Q4 		$1.42M Buy
18,985
+171
+0.9% +$12.9K 0.42% 58
2021
Q3 		$1.4M Sell
18,814
-1,626
-8% -$124K 0.49% 50
2021
Q2 		$1.53M Buy
+20,440
New +$1.54M 0.68% 32
2021
Q1 		– Sell
-22,044
Closed -$1.52M – 96
2020
Q4 		$1.52M Sell
22,044
-272
-1% -$17.6K 0.98% 25
2020
Q3 		$1.34M Sell
22,316
-774
-3% -$46.7K 1.06% 22
2020
Q2 		$1.32M Sell
23,090
-171
-0.7% -$9.27K 1.7% 16
2020
Q1 		$1.16M Buy
23,261
+1,408
+6% +$83.8K 2.25% 9
2019
Q4 		$1.43M Buy
+21,853
New +$1.39M 1.36% 16

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Magnolia Capital Advisors's IEFA Position: Q1 2026 in Review

Magnolia Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q1 2026, buying an estimated $47.6K and bringing the position to 20,624 shares worth $1.87M. The position accounts for 0.37% of the portfolio, ranked #73.

Magnolia Capital Advisors first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Magnolia Capital Advisors held 20,624 shares of iShares Core MSCI EAFE ETF worth $1.87M as of Q1 2026.
  • Magnolia Capital Advisors bought 510 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $47.6K.
  • iShares Core MSCI EAFE ETF made up 0.37% of Magnolia Capital Advisors's portfolio in Q1 2026, its #73 holding.
  • Magnolia Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.