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Mitchell McLeod Pugh & Williams’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$468K Buy
4,842
+138
+3% +$13.3K 0.06% 220
2026
Q1 		$426K Buy
4,704
+1,135
+32% +$106K 0.06% 209
2025
Q4 		$341K Sell
3,569
-77
-2% -$6.81K 0.05% 234
2025
Q3 		$325K Sell
3,646
-6,537
-64% -$555K 0.05% 221
2025
Q2 		$850K Hold
10,183
– – 0.16% 132
2025
Q1 		$770K Sell
10,183
-103
-1% -$7.7K 0.16% 131
2024
Q4 		$723K Sell
10,286
-70
-0.7% -$5.16K 0.15% 134
2024
Q3 		$808K Sell
10,356
-117
-1% -$8.76K 0.17% 124
2024
Q2 		$761K Sell
10,473
-18
-0.2% -$1.32K 0.17% 129
2024
Q1 		$779K Sell
10,491
-405
-4% -$28.8K 0.19% 127
2023
Q4 		$767K Sell
10,896
-775
-7% -$51.1K 0.2% 119
2023
Q3 		$751K Sell
11,671
-143
-1% -$9.57K 0.22% 107
2023
Q2 		$797K Buy
11,814
+4,654
+65% +$316K 0.23% 107
2023
Q1 		$479K Sell
7,160
-992
-12% -$65K 0.15% 152
2022
Q4 		$502K Buy
8,152
+1,160
+17% +$68.3K 0.17% 141
2022
Q3 		$368K Buy
+6,992
New +$411K 0.14% 156

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mitchell McLeod Pugh & Williams's IEFA Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, buying an estimated $13.3K and bringing the position to 4,842 shares worth $468K. The position accounts for 0.06% of the portfolio, ranked #220.

Mitchell McLeod Pugh & Williams first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. The position peaked at $850K in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 4,842 shares of iShares Core MSCI EAFE ETF worth $468K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 138 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.3K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #220 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • Mitchell McLeod Pugh & Williams's iShares Core MSCI EAFE ETF position peaked at $850K in Q2 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.