NW
IEFA icon

NewEdge Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

NewEdge Wealth’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 		$32.3M Buy
357,097
+23,937
+7% +$2.23M 0.39% 64
2025
Q4 		$29.8M Sell
333,160
-1,173
-0.4% -$104K 0.34% 66
2025
Q3 		$29.3M Buy
334,333
+88,835
+36% +$7.55M 0.42% 55
2025
Q2 		$20.6M Buy
245,498
+110,260
+82% +$8.75M 0.32% 74
2025
Q1 		$10.2M Sell
135,238
-17,425
-11% -$1.3M 0.19% 108
2024
Q4 		$10.7M Sell
152,663
-96,616
-39% -$7.13M 0.19% 111
2024
Q3 		$19.5M Buy
249,279
+2,299
+0.9% +$172K 0.35% 74
2024
Q2 		$17.9M Sell
246,980
-38,980
-14% -$2.87M 0.39% 70
2024
Q1 		$20.8M Buy
285,960
+16,135
+6% +$1.15M 0.47% 57
2023
Q4 		$19M Buy
269,825
+3,053
+1% +$201K 0.49% 54
2023
Q3 		$17.2M Buy
266,772
+24,201
+10% +$1.62M 0.54% 48
2023
Q2 		$16.4M Sell
242,571
-6,328
-3% -$429K 0.55% 50
2023
Q1 		$16.6M Buy
248,899
+29,309
+13% +$1.92M 0.63% 46
2022
Q4 		$13.5M Buy
219,590
+12,541
+6% +$738K 0.58% 49
2022
Q3 		$10.9M Sell
207,049
-15,543
-7% -$914K 0.52% 57
2022
Q2 		$13.1M Sell
222,592
-9,714
-4% -$623K 0.6% 42
2022
Q1 		$16.1M Buy
232,306
+33,544
+17% +$2.37M 0.72% 30
2021
Q4 		$14.8M Buy
198,762
+14,225
+8% +$1.07M 0.62% 35
2021
Q3 		$13.7M Buy
184,537
+15,211
+9% +$1.16M 0.82% 28
2021
Q2 		$12.7M Buy
169,326
+4,602
+3% +$347K 0.97% 25
2021
Q1 		$11.9M Buy
164,724
+58,871
+56% +$4.21M 1.18% 17
2020
Q4 		$7.31M Buy
+105,853
New +$6.84M 2.25% 10

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

NewEdge Wealth's IEFA Position: Q1 2026 in Review

NewEdge Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.2% in Q1 2026, buying an estimated $2.23M and bringing the position to 357,097 shares worth $32.3M. The position accounts for 0.39% of the portfolio, ranked #64.

NewEdge Wealth first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • NewEdge Wealth held 357,097 shares of iShares Core MSCI EAFE ETF worth $32.3M as of Q1 2026.
  • NewEdge Wealth bought 23,937 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.23M.
  • iShares Core MSCI EAFE ETF made up 0.39% of NewEdge Wealth's portfolio in Q1 2026, its #64 holding.
  • NewEdge Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.