NDSI
IEFA icon

Newman Dignan & Sheerar Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Newman Dignan & Sheerar 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
2026
Q2 		$1.19M Hold
12,299
– – 0.23% 76
2026
Q1 		$1.11M Buy
+12,299
New +$1.15M 0.23% 74
2024
Q3 		– Sell
-3,031
Closed -$220K – 190
2024
Q2 		$220K Buy
3,031
+250
+9% +$18.4K 0.06% 164
2024
Q1 		$206K Buy
+2,781
New +$198K 0.06% 171

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

Newman Dignan & Sheerar Inc's IEFA Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 12,299 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #76.

Newman Dignan & Sheerar Inc first reported a position in IEFA in Q1 2024 and has held it in 4 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 12,299 shares of iShares Core MSCI EAFE ETF worth $1.19M as of Q2 2026.
  • Newman Dignan & Sheerar Inc left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.23% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #76 holding.
  • Newman Dignan & Sheerar Inc first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 4 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.