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Marshall & Sullivan’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Marshall & Sullivan’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
Q3 		– Sell
-105
Closed -$8.77K – 63
2025
Q2 		$8.77K Buy
+105
New +$8.33K ﹤0.01% 102

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Marshall & Sullivan's IEFA Position: Q3 2025 in Review

Marshall & Sullivan sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 105 shares — an estimated $8.77K sold.

Marshall & Sullivan first reported a position in IEFA in Q2 2025 and held it in 1 quarter. The position peaked at $8.77K in Q2 2025. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Marshall & Sullivan reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sullivan sold 105 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $8.77K.
  • Marshall & Sullivan first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and held it in 1 quarter.
  • Marshall & Sullivan's iShares Core MSCI EAFE ETF position peaked at $8.77K in Q2 2025.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Marshall & Sullivan's 13F filing for Q3 2025, filed 15 Oct 2025.