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

Poehling 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	–	Sell	-2,444	Closed	-$219K	–	157
2025 Q4	$219K	Hold	2,444	–	–	0.04%	134
2025 Q3	$213K	Hold	2,444	–	–	0.04%	131
2025 Q2	$204K	Buy	+2,444	New	+$194K	0.05%	128
2022 Q2	–	Sell	-4,605	Closed	-$320K	–	137
2022 Q1	$320K	Hold	4,605	–	–	0.1%	119
2021 Q4	$344K	Hold	4,605	–	–	0.11%	103
2021 Q3	$342K	Hold	4,605	–	–	0.12%	101
2021 Q2	$345K	Hold	4,605	–	–	0.11%	114
2021 Q1	$332K	Buy	+4,605	New	+$329K	0.12%	116

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

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

Poehling Capital Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 2,444 shares — an estimated $219K sold.

Poehling Capital Management first reported a position in IEFA in Q1 2021 and held it in 8 quarters. The position peaked at $345K in Q2 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Poehling Capital Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Poehling Capital Management sold 2,444 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $219K.
Poehling Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and held it in 8 quarters.
Poehling Capital Management's iShares Core MSCI EAFE ETF position peaked at $345K in Q2 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Poehling Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.