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Salomon & Ludwin’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Salomon & Ludwin’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 		$125K Buy
1,297
+40
+3% +$3.84K 0.01% 222
2026
Q1 		$115K Sell
1,257
-64
-5% -$5.97K 0.01% 222
2025
Q4 		$118K Sell
1,321
-3
-0.2% -$265 0.01% 214
2025
Q3 		$118K Sell
1,324
-37
-3% -$3.14K 0.01% 206
2025
Q2 		$114K Sell
1,361
-17
-1% -$1.35K 0.01% 178
2025
Q1 		$104K Sell
1,378
-70
-5% -$5.23K 0.01% 175
2024
Q4 		$102K Buy
1,448
+137
+10% +$10.1K 0.01% 174
2024
Q3 		$102K Buy
1,311
+366
+39% +$27.4K 0.01% 188
2024
Q2 		$68.6K Sell
945
-1,271
-57% -$93.5K 0.01% 226
2024
Q1 		$164K Hold
2,216
– – 0.01% 205
2023
Q4 		$143K Hold
2,216
– – 0.01% 195
2023
Q3 		$143K Buy
+2,216
New +$148K 0.01% 195
2020
Q2 		– Sell
-894
Closed -$45K – 135
2020
Q1 		$45K Hold
894
– – 0.01% 96
2019
Q4 		$58K Buy
+894
New +$56.7K 0.01% 104

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 22.96% 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

Salomon & Ludwin's IEFA Position: Q2 2026 in Review

Salomon & Ludwin increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.2% in Q2 2026, buying an estimated $3.84K and bringing the position to 1,297 shares worth $125K. The position accounts for 0.01% of the portfolio, ranked #222.

Salomon & Ludwin first reported a position in IEFA in Q4 2019 and has held it in 14 quarters since. The position peaked at $164K in Q1 2024. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Salomon & Ludwin held 1,297 shares of iShares Core MSCI EAFE ETF worth $125K as of Q2 2026.
  • Salomon & Ludwin bought 40 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.84K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #222 holding.
  • Salomon & Ludwin first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 14 quarters since.
  • Salomon & Ludwin's iShares Core MSCI EAFE ETF position peaked at $164K in Q1 2024.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.