NDVR Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NDVR Inc’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 Q4	$1.79M	Buy	19,993 +19	+0.1%	+$1.68K	1.48%	12
2025 Q3	$1.74M	Buy	19,974 +478	+2%	+$40.6K	1.45%	12
2025 Q2	$1.63M	Sell	19,496 -1,864	-9%	-$148K	1.53%	10
2025 Q1	$1.62M	Sell	21,360 -9,093	-30%	-$680K	1.65%	9
2024 Q4	$2.14M	Buy	30,453 +3,107	+11%	+$229K	2.05%	9
2024 Q3	$2.14M	Buy	27,346 +676	+3%	+$50.6K	2.19%	6
2024 Q2	$1.94M	Sell	26,670 -83	-0.3%	-$6.11K	2.02%	7
2024 Q1	$1.99M	Buy	26,753 +9,246	+53%	+$658K	1.9%	8
2023 Q4	$1.23M	Buy	+17,507	New	+$1.15M	1.48%	11

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NDVR Inc's IEFA Position: Q4 2025 in Review

NDVR Inc increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.1% in Q4 2025, buying an estimated $1.68K and bringing the position to 19,993 shares worth $1.79M. The position accounts for 1.48% of the portfolio, ranked #12.

NDVR Inc first reported a position in IEFA in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.14M in Q4 2024. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

NDVR Inc held 19,993 shares of iShares Core MSCI EAFE ETF worth $1.79M as of Q4 2025.
NDVR Inc bought 19 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $1.68K.
iShares Core MSCI EAFE ETF made up 1.48% of NDVR Inc's portfolio in Q4 2025, its #12 holding.
NDVR Inc first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
NDVR Inc's iShares Core MSCI EAFE ETF position peaked at $2.14M in Q4 2024.
2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on NDVR Inc's 13F filing for Q4 2025, filed 12 Feb 2026.