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Naples Global Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Naples Global Advisors’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 		$838K Buy
8,673
+397
+5% +$38.1K 0.05% 269
2026
Q1 		$749K Buy
8,276
+15
+0.2% +$1.4K 0.05% 269
2025
Q4 		$739K Buy
8,261
+886
+12% +$78.3K 0.06% 271
2025
Q3 		$644K Buy
7,375
+95
+1% +$8.07K 0.05% 287
2025
Q2 		$608K Buy
7,280
+37
+0.5% +$2.94K 0.05% 280
2025
Q1 		$548K Buy
7,243
+28
+0.4% +$2.09K 0.05% 281
2024
Q4 		$507K Sell
7,215
-59
-0.8% -$4.35K 0.05% 286
2024
Q3 		$568K Sell
7,274
-3
-0% -$225 0.05% 273
2024
Q2 		$529K Sell
7,277
-11
-0.2% -$809 0.05% 278
2024
Q1 		$541K Buy
7,288
+288
+4% +$20.5K 0.06% 277
2023
Q4 		$492K Hold
7,000
– – 0.05% 275
2023
Q3 		$450K Buy
7,000
+450
+7% +$30.1K 0.05% 286
2023
Q2 		$442K Buy
+6,550
New +$444K 0.05% 293
2022
Q3 		– Sell
-3,815
Closed -$225K – 377
2022
Q2 		$225K Sell
3,815
-445
-10% -$28.6K 0.03% 356
2022
Q1 		$296K Buy
4,260
+10
+0.2% +$707 0.03% 339
2021
Q4 		$317K Sell
4,250
-100
-2% -$7.51K 0.04% 331
2021
Q3 		$323K Buy
4,350
+107
+3% +$8.14K 0.04% 323
2021
Q2 		$318K Sell
4,243
-71
-2% -$5.36K 0.04% 318
2021
Q1 		$311K Sell
4,314
-100
-2% -$7.15K 0.05% 308
2020
Q4 		$305K Hold
4,414
– – 0.05% 298
2020
Q3 		$266K Sell
4,414
-263
-6% -$15.9K 0.05% 301
2020
Q2 		$267K Sell
4,677
-1,770
-27% -$95.9K 0.06% 294
2020
Q1 		$322K Hold
6,447
– – 0.08% 239
2019
Q4 		$421K Buy
6,447
+1,211
+23% +$76.8K 0.09% 246
2019
Q3 		$320K Buy
5,236
+24
+0.5% +$1.45K 0.07% 258
2019
Q2 		$320K Buy
+5,212
New +$319K 0.08% 254
2018
Q4 		– Sell
-3,380
Closed -$217K – 297
2018
Q3 		$217K Buy
+3,380
New +$215K 0.06% 282

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

Naples Global Advisors's IEFA Position: Q2 2026 in Review

Naples Global Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.8% in Q2 2026, buying an estimated $38.1K and bringing the position to 8,673 shares worth $838K. The position accounts for 0.05% of the portfolio, ranked #269.

Naples Global Advisors first reported a position in IEFA in Q3 2018 and has held it in 27 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Naples Global Advisors held 8,673 shares of iShares Core MSCI EAFE ETF worth $838K as of Q2 2026.
  • Naples Global Advisors bought 397 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $38.1K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Naples Global Advisors's portfolio in Q2 2026, its #269 holding.
  • Naples Global Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 27 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.