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Moloney Securities Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Moloney Securities Asset Management’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 		$327K Buy
3,749
+270
+8% +$22.9K 0.04% 342
2025
Q2 		$290K Buy
3,479
+366
+12% +$29K 0.04% 371
2025
Q1 		$236K Sell
3,113
-212
-6% -$15.9K 0.03% 405
2024
Q4 		$234K Buy
3,325
+210
+7% +$15.5K 0.03% 391
2024
Q3 		$243K Buy
3,115
+103
+3% +$7.71K 0.03% 402
2024
Q2 		$219K Buy
+3,012
New +$222K 0.03% 408
2018
Q2 		– Sell
-3,529
Closed -$232K – 310
2018
Q1 		$232K Sell
3,529
-4,159
-54% -$279K 0.09% 250
2017
Q4 		$508K Sell
7,688
-177
-2% -$11.5K 0.21% 137
2017
Q3 		$505K Buy
7,865
+94
+1% +$5.88K 0.22% 132
2017
Q2 		$473K Buy
7,771
+894
+13% +$54K 0.24% 136
2017
Q1 		$399K Buy
6,877
+1,373
+25% +$77.2K 0.21% 146
2016
Q4 		$295K Buy
+5,504
New +$295K 0.18% 157

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

Moloney Securities Asset Management's IEFA Position: Q3 2025 in Review

Moloney Securities Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.8% in Q3 2025, buying an estimated $22.9K and bringing the position to 3,749 shares worth $327K. The position accounts for 0.04% of the portfolio, ranked #342.

Moloney Securities Asset Management first reported a position in IEFA in Q4 2016 and has held it in 12 quarters since. The position peaked at $508K in Q4 2017. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Moloney Securities Asset Management held 3,749 shares of iShares Core MSCI EAFE ETF worth $327K as of Q3 2025.
  • Moloney Securities Asset Management bought 270 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $22.9K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Moloney Securities Asset Management's portfolio in Q3 2025, its #342 holding.
  • Moloney Securities Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 12 quarters since.
  • Moloney Securities Asset Management's iShares Core MSCI EAFE ETF position peaked at $508K in Q4 2017.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Moloney Securities Asset Management's 13F filing for Q3 2025, filed 5 Nov 2025.