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Old Mission Investment Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Old Mission Investment Co’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 		$1.55M Buy
16,060
+787
+5% +$75.6K 0.32% 43
2026
Q1 		$1.38M Buy
15,273
+832
+6% +$77.7K 0.32% 44
2025
Q4 		$1.29M Buy
14,441
+3,449
+31% +$305K 0.31% 44
2025
Q3 		$960K Sell
10,992
-105
-0.9% -$8.92K 0.23% 53
2025
Q2 		$926K Sell
11,097
-37
-0.3% -$2.94K 0.25% 54
2025
Q1 		$842K Buy
11,134
+606
+6% +$45.3K 0.25% 57
2024
Q4 		$740K Sell
10,528
-78
-0.7% -$5.75K 0.22% 62
2024
Q3 		$828K Sell
10,606
-177
-2% -$13.3K 0.25% 60
2024
Q2 		$783K Sell
10,783
-28
-0.3% -$2.06K 0.25% 60
2024
Q1 		$802K Buy
10,811
+20
+0.2% +$1.42K 0.27% 59
2023
Q4 		$759K Buy
10,791
+3,010
+39% +$198K 0.27% 60
2023
Q3 		$501K Buy
7,781
+3,947
+103% +$264K 0.19% 69
2023
Q2 		$259K Sell
3,834
-38
-1% -$2.58K 0.1% 95
2023
Q1 		$259K Buy
3,872
+410
+12% +$26.9K 0.1% 95
2022
Q4 		$213K Buy
+3,462
New +$204K 0.09% 106
2022
Q2 		– Sell
-3,546
Closed -$246K – 104
2022
Q1 		$246K Hold
3,546
– – 0.09% 99
2021
Q4 		$265K Sell
3,546
-12
-0.3% -$902 0.1% 103
2021
Q3 		$264K Buy
3,558
+26
+0.7% +$1.98K 0.11% 93
2021
Q2 		$264K Hold
3,532
– – 0.11% 91
2021
Q1 		$254K Hold
3,532
– – 0.12% 87
2020
Q4 		$244K Buy
3,532
+30
+0.9% +$1.94K 0.13% 84
2020
Q3 		$211K Buy
+3,502
New +$211K 0.13% 81
2020
Q2 		– Sell
-179,230
Closed -$8.94M – 79
2020
Q1 		$8.94M Buy
179,230
+20,668
+13% +$1.23M 8.44% 1
2019
Q4 		$10.3M Buy
158,562
+11,521
+8% +$731K 9.28% 1
2019
Q3 		$8.98M Buy
+147,041
New +$8.88M 8.56% 2

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 22.9% 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

Old Mission Investment Co's IEFA Position: Q2 2026 in Review

Old Mission Investment Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.2% in Q2 2026, buying an estimated $75.6K and bringing the position to 16,060 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #43.

Old Mission Investment Co first reported a position in IEFA in Q3 2019 and has held it in 25 quarters since. The position peaked at $10.3M in Q4 2019. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Old Mission Investment Co held 16,060 shares of iShares Core MSCI EAFE ETF worth $1.55M as of Q2 2026.
  • Old Mission Investment Co bought 787 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $75.6K.
  • iShares Core MSCI EAFE ETF made up 0.32% of Old Mission Investment Co's portfolio in Q2 2026, its #43 holding.
  • Old Mission Investment Co first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 25 quarters since.
  • Old Mission Investment Co's iShares Core MSCI EAFE ETF position peaked at $10.3M in Q4 2019.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Old Mission Investment Co's 13F filing for Q2 2026, filed 14 Aug 2026.