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

Orleans 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
2026 Q1	$1.17M	Hold	12,956	–	–	0.79%	44
2025 Q4	$1.16M	Buy	12,956 +3,606	+39%	+$319K	0.72%	42
2025 Q3	$816K	Hold	9,350	–	–	0.53%	55
2025 Q2	$781K	Buy	+9,350	New	+$742K	0.41%	58

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

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

Orleans Capital Management's IEFA Position: Q1 2026 in Review

Orleans Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 12,956 shares worth $1.17M. The position accounts for 0.79% of the portfolio, ranked #44.

Orleans Capital Management first reported a position in IEFA in Q2 2025 and has held it in 4 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Orleans Capital Management held 12,956 shares of iShares Core MSCI EAFE ETF worth $1.17M as of Q1 2026.
Orleans Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.79% of Orleans Capital Management's portfolio in Q1 2026, its #44 holding.
Orleans Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Orleans Capital Management's 13F filing for Q1 2026, filed 14 May 2026.