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Shoker Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Shoker Investment Counsel’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 		$31M Sell
342,689
-2,404
-0.7% -$224K 9.21% 3
2025
Q4 		$30.9M Buy
345,093
+2,293
+0.7% +$203K 9.05% 3
2025
Q3 		$29.9M Buy
342,800
+856
+0.3% +$72.7K 8.83% 3
2025
Q2 		$28.5M Buy
341,944
+17,486
+5% +$1.39M 8.95% 3
2025
Q1 		$24.5M Buy
324,458
+7,326
+2% +$548K 8.29% 3
2024
Q4 		$22.3M Sell
317,132
-1,460
-0.5% -$108K 7.53% 3
2024
Q3 		$24.9M Sell
318,592
-11,411
-3% -$854K 8.36% 3
2024
Q2 		$24M Sell
330,003
-37,060
-10% -$2.73M 8.46% 3
2024
Q1 		$27.1M Sell
367,063
-22,942
-6% -$1.63M 9.68% 3
2023
Q4 		$27.4M Buy
390,005
+5,433
+1% +$358K 10.61% 2
2023
Q3 		$24.7M Sell
384,572
-9,876
-3% -$661K 10.74% 1
2023
Q2 		$26.6M Buy
394,448
+108,657
+38% +$7.37M 11.13% 1
2023
Q1 		$19.1M Buy
285,791
+660
+0.2% +$43.3K 8.34% 3
2022
Q4 		$17.6M Buy
285,131
+102,695
+56% +$6.04M 7.87% 3
2022
Q3 		$9.61M Buy
182,436
+27,607
+18% +$1.62M 5.04% 4
2022
Q2 		$9.11M Buy
154,829
+19,761
+15% +$1.27M 4.84% 3
2022
Q1 		$9.39M Sell
135,068
-21,471
-14% -$1.52M 4.66% 3
2021
Q4 		$11.7M Buy
156,539
+4,009
+3% +$301K 5.36% 3
2021
Q3 		$11.3M Buy
152,530
+6,745
+5% +$513K 5.64% 3
2021
Q2 		$10.9M Buy
145,785
+4,819
+3% +$364K 5.44% 4
2021
Q1 		$10.2M Buy
140,966
+1,323
+0.9% +$94.5K 5.33% 4
2020
Q4 		$9.65M Buy
139,643
+9,076
+7% +$587K 5.4% 4
2020
Q3 		$7.87M Buy
130,567
+3,744
+3% +$226K 5.16% 4
2020
Q2 		$7.25M Buy
126,823
+10,447
+9% +$566K 5.05% 4
2020
Q1 		$5.81M Buy
116,376
+17,931
+18% +$1.07M 4.89% 4
2019
Q4 		$6.42M Buy
98,445
+8,862
+10% +$562K 4.27% 4
2019
Q3 		$5.47M Buy
89,583
+72,515
+425% +$4.38M 3.93% 4
2019
Q2 		$1.05M Buy
+17,068
New +$1.05M 0.76% 43

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Shoker Investment Counsel's IEFA Position: Q1 2026 in Review

Shoker Investment Counsel reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.7% in Q1 2026, selling an estimated $224K and leaving 342,689 shares worth $31M. The position accounts for 9.21% of the portfolio, ranked #3.

Shoker Investment Counsel first reported a position in IEFA in Q2 2019 and has held it in 28 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Shoker Investment Counsel held 342,689 shares of iShares Core MSCI EAFE ETF worth $31M as of Q1 2026.
  • Shoker Investment Counsel sold 2,404 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $224K.
  • iShares Core MSCI EAFE ETF made up 9.21% of Shoker Investment Counsel's portfolio in Q1 2026, its #3 holding.
  • Shoker Investment Counsel first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Shoker Investment Counsel's 13F filing for Q1 2026, filed 11 May 2026.