OCM
IEFA icon

Objective Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Objective Capital Management’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
Q1 		– Sell
-14,276
Closed -$1M – 104
2024
Q4 		$1M Sell
14,276
-4,630
-24% -$342K 0.67% 42
2024
Q3 		$1.48M Buy
+18,906
New +$1.42M 0.87% 33
2024
Q1 		$1.44M Sell
19,350
-125
-0.6% -$8.9K 0.97% 31
2023
Q4 		$1.37M Sell
19,475
-7,748
-28% -$511K 1.04% 29
2023
Q3 		$1.75M Sell
27,223
-153
-0.6% -$10.2K 1.55% 20
2023
Q2 		$1.85M Sell
27,376
-1,425
-5% -$96.6K 1.62% 19
2023
Q1 		$1.93M Buy
28,801
+241
+0.8% +$15.8K 1.76% 18
2022
Q4 		$1.76M Sell
28,560
-359
-1% -$21.1K 1.75% 18
2022
Q3 		$1.52M Buy
28,919
+1,531
+6% +$90K 1.62% 21
2022
Q2 		$1.61M Sell
27,388
-1,255
-4% -$80.5K 1.63% 19
2022
Q1 		$1.99M Buy
28,643
+466
+2% +$33K 1.53% 21
2021
Q4 		$2.1M Buy
+28,177
New +$2.12M 1.49% 21

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Objective Capital Management's IEFA Position: Q1 2025 in Review

Objective Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 14,276 shares — an estimated $1M sold.

Objective Capital Management first reported a position in IEFA in Q4 2021 and held it in 12 quarters. The position peaked at $2.1M in Q4 2021. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Objective Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Objective Capital Management sold 14,276 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $1M.
  • Objective Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 12 quarters.
  • Objective Capital Management's iShares Core MSCI EAFE ETF position peaked at $2.1M in Q4 2021.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Objective Capital Management's 13F filing for Q1 2025, filed 7 May 2025.