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Money Concepts Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Money Concepts Capital’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 		$22.3M Buy
246,444
+8,771
+4% +$819K 1.23% 14
2025
Q4 		$21.3M Buy
237,673
+26,571
+13% +$2.35M 1.19% 13
2025
Q3 		$18.4M Buy
211,102
+6,501
+3% +$552K 1.14% 14
2025
Q2 		$17.1M Buy
204,601
+36,804
+22% +$2.92M 1.14% 15
2025
Q1 		$12.7M Buy
167,797
+3,196
+2% +$239K 0.95% 15
2024
Q4 		$11.6M Buy
164,601
+8,839
+6% +$652K 0.86% 18
2024
Q3 		$12.2M Buy
155,762
+957
+0.6% +$71.6K 0.92% 20
2024
Q2 		$11.2M Buy
154,805
+10,204
+7% +$751K 0.94% 22
2024
Q1 		$10.7M Buy
144,601
+6,541
+5% +$466K 0.99% 24
2023
Q4 		$9.71M Sell
138,060
-1,051
-0.8% -$69.3K 0.9% 29
2023
Q3 		$8.95M Buy
139,111
+4,546
+3% +$304K 0.94% 28
2023
Q2 		$9.08M Sell
134,565
-485,443
-78% -$32.9M 0.92% 31
2023
Q1 		$7.87M Buy
620,008
+487,524
+368% +$32M 0.44% 59
2022
Q4 		$8.17M Sell
132,484
-12,096
-8% -$712K 0.36% 59
2022
Q3 		$7.62M Buy
144,580
+3,668
+3% +$216K 0.45% 53
2022
Q2 		$8.3M Buy
140,912
+1,575
+1% +$101K 0.74% 28
2022
Q1 		$9.69M Buy
139,337
+66,888
+92% +$4.73M 0.55% 38
2021
Q4 		$5.41M Buy
+72,449
New +$5.44M 0.46% 49
2021
Q1 		$4.42M Buy
61,343
+3,133
+5% +$224K 0.35% 73
2020
Q4 		$4.02M Buy
+58,210
New +$3.76M 0.37% 73

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

Money Concepts Capital's IEFA Position: Q1 2026 in Review

Money Concepts Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q1 2026, buying an estimated $819K and bringing the position to 246,444 shares worth $22.3M. The position accounts for 1.23% of the portfolio, ranked #14.

Money Concepts Capital first reported a position in IEFA in Q4 2020 and has held it in 20 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Money Concepts Capital held 246,444 shares of iShares Core MSCI EAFE ETF worth $22.3M as of Q1 2026.
  • Money Concepts Capital bought 8,771 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $819K.
  • iShares Core MSCI EAFE ETF made up 1.23% of Money Concepts Capital's portfolio in Q1 2026, its #14 holding.
  • Money Concepts Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.