Simplex Trading
IEFA icon

Simplex Trading’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Simplex Trading’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 		– Sell
-103
Closed -$7K – 8991
2024
Q4 		$7K Sell
103
-4,180
-98% -$308K ﹤0.01% 7425
2024
Q3 		$334K Sell
4,283
-687
-14% -$51.4K ﹤0.01% 4022
2024
Q2 		$361K Buy
+4,970
New +$366K ﹤0.01% 4013
2024
Q1 		– Sell
-12,880
Closed -$906K – 9290
2023
Q4 		$906K Buy
12,880
+10,685
+487% +$704K ﹤0.01% 3090
2023
Q3 		$141K Buy
+2,195
New +$147K ﹤0.01% 4728
2023
Q1 		– Sell
-73
Closed -$4K – 9498
2022
Q4 		$4K Sell
73
-973
-93% -$57.3K ﹤0.01% 8214
2022
Q3 		$55K Sell
1,046
-2,433
-70% -$143K ﹤0.01% 6311
2022
Q2 		$204K Buy
3,479
+3,087
+788% +$198K ﹤0.01% 4572
2022
Q1 		$27K Buy
392
+131
+50% +$9.27K ﹤0.01% 7893
2021
Q4 		$19K Sell
261
-4,595
-95% -$345K ﹤0.01% 8406
2021
Q3 		$364K Hold
4,856
– – ﹤0.01% 4591
2021
Q2 		$363K Buy
4,856
+2,927
+152% +$221K ﹤0.01% 4660
2021
Q1 		$138K Sell
1,929
-1,000
-34% -$71.5K ﹤0.01% 5299
2020
Q4 		$202K Sell
2,929
-2,062
-41% -$133K ﹤0.01% 4587
2020
Q3 		$300K Buy
4,991
+2,598
+109% +$157K ﹤0.01% 3600
2020
Q2 		$136K Buy
2,393
+2,255
+1,634% +$122K ﹤0.01% 4447
2020
Q1 		$6K Buy
+138
New +$8.21K ﹤0.01% 6746
2017
Q1 		– Sell
-1,265
Closed -$67K – 6423
2016
Q4 		$67K Buy
+1,265
New +$67.9K ﹤0.01% 1875

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

Simplex Trading's IEFA Position: Q1 2025 in Review

Simplex Trading sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 103 shares — an estimated $7K sold.

Simplex Trading first reported a position in IEFA in Q4 2016 and held it in 18 quarters. The position peaked at $906K in Q4 2023. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Simplex Trading reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
  • Simplex Trading sold 103 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $7K.
  • Simplex Trading first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and held it in 18 quarters.
  • Simplex Trading's iShares Core MSCI EAFE ETF position peaked at $906K in Q4 2023.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.