MC
IEFA icon

Moors & Cabot’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Moors & Cabot’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 		$1.16M Buy
12,861
+537
+4% +$50.1K 0.05% 339
2025
Q4 		$1.1M Buy
12,324
+3,464
+39% +$306K 0.05% 340
2025
Q3 		$774K Buy
8,860
+246
+3% +$20.9K 0.03% 418
2025
Q2 		$719K Buy
8,614
+2,772
+47% +$220K 0.03% 415
2025
Q1 		$442K Sell
5,842
-1,842
-24% -$138K 0.02% 517
2024
Q4 		$540K Buy
7,684
+3,659
+91% +$270K 0.03% 484
2024
Q3 		$314K Sell
4,025
-5,220
-56% -$391K 0.02% 645
2024
Q2 		$672K Buy
9,245
+1,280
+16% +$94.2K 0.04% 395
2024
Q1 		$591K Buy
+7,965
New +$567K 0.03% 446

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

Moors & Cabot's IEFA Position: Q1 2026 in Review

Moors & Cabot increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q1 2026, buying an estimated $50.1K and bringing the position to 12,861 shares worth $1.16M. The position accounts for 0.05% of the portfolio, ranked #339.

Moors & Cabot first reported a position in IEFA in Q1 2024 and has held it in 9 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Moors & Cabot held 12,861 shares of iShares Core MSCI EAFE ETF worth $1.16M as of Q1 2026.
  • Moors & Cabot bought 537 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $50.1K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Moors & Cabot's portfolio in Q1 2026, its #339 holding.
  • Moors & Cabot first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.