Mendota Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mendota Financial Group’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	–	Sell	-2,621	Closed	-$184K	–	233
2024 Q4	$184K	Sell	2,621 -2,850	-52%	-$210K	0.12%	45
2024 Q3	$427K	Hold	5,471	–	–	0.2%	40
2024 Q2	$397K	Hold	5,471	–	–	0.21%	43
2024 Q1	$406K	Hold	5,471	–	–	0.24%	36
2023 Q4	$385K	Buy	5,471 +2,171	+66%	+$143K	0.3%	42
2023 Q3	$212K	Hold	3,300	–	–	0.22%	34
2023 Q2	$223K	Hold	3,300	–	–	0.25%	30
2023 Q1	$229K	Hold	3,300	–	–	0.23%	34
2022 Q4	$203K	Buy	+3,300	New	+$194K	0.26%	31

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mendota Financial Group's IEFA Position: Q1 2025 in Review

Mendota Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 2,621 shares — an estimated $184K sold.

Mendota Financial Group first reported a position in IEFA in Q4 2022 and held it in 9 quarters. The position peaked at $427K in Q3 2024. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

Mendota Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Mendota Financial Group sold 2,621 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $184K.
Mendota Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 9 quarters.
Mendota Financial Group's iShares Core MSCI EAFE ETF position peaked at $427K in Q3 2024.
2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.