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Safeguard Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Safeguard Financial’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 		$26.4M Buy
349,555
+17,484
+5% +$1.31M 5.79% 3
2024
Q4 		$23.3M Buy
332,071
+50,846
+18% +$3.75M 5.07% 4
2024
Q3 		$21.9M Buy
281,225
+32,142
+13% +$2.41M 5.17% 4
2024
Q2 		$18.1M Buy
249,083
+49,484
+25% +$3.64M 5.03% 4
2024
Q1 		$14.8M Buy
199,599
+19,823
+11% +$1.41M 4.83% 4
2023
Q4 		$12.6M Buy
179,776
+40,818
+29% +$2.69M 4.79% 4
2023
Q3 		$8.94M Buy
138,958
+28,303
+26% +$1.9M 4.31% 5
2023
Q2 		$7.47M Buy
110,655
+17,012
+18% +$1.15M 3.6% 6
2023
Q1 		$6.26M Buy
93,643
+24,961
+36% +$1.64M 3.8% 5
2022
Q4 		$4.23M Buy
68,682
+12,756
+23% +$751K 3.03% 7
2022
Q3 		$2.95M Buy
55,926
+12,852
+30% +$756K 2.73% 6
2022
Q2 		$2.53M Buy
43,074
+23,885
+124% +$1.53M 3.02% 7
2022
Q1 		$1.33M Buy
+19,189
New +$1.36M 1.99% 13

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

Safeguard Financial's IEFA Position: Q1 2025 in Review

Safeguard Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q1 2025, buying an estimated $1.31M and bringing the position to 349,555 shares worth $26.4M. The position accounts for 5.79% of the portfolio, ranked #3.

Safeguard Financial first reported a position in IEFA in Q1 2022 and has held it in 13 quarters since. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Safeguard Financial held 349,555 shares of iShares Core MSCI EAFE ETF worth $26.4M as of Q1 2025.
  • Safeguard Financial bought 17,484 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $1.31M.
  • iShares Core MSCI EAFE ETF made up 5.79% of Safeguard Financial's portfolio in Q1 2025, its #3 holding.
  • Safeguard Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 13 quarters since.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.