Smith, Moore & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.11M | Buy |
34,307
+9,363
| +38% | +$874K | 0.23% | 88 |
|
|
2025
Q4 | $2.23M | Buy |
24,944
+11,410
| +84% | +$1.01M | 0.17% | 114 |
|
|
2025
Q3 | $1.18M | Buy |
13,534
+3,111
| +30% | +$264K | 0.09% | 187 |
|
|
2025
Q2 | $870K | Buy |
10,423
+331
| +3% | +$26.3K | 0.07% | 226 |
|
|
2025
Q1 | $763K | Buy |
10,092
+1,165
| +13% | +$87.1K | 0.07% | 240 |
|
|
2024
Q4 | $627K | Buy |
8,927
+936
| +12% | +$69.1K | 0.06% | 261 |
|
|
2024
Q3 | $624K | Buy |
7,991
+1,733
| +28% | +$130K | 0.06% | 255 |
|
|
2024
Q2 | $455K | Buy |
6,258
+1,855
| +42% | +$137K | 0.05% | 277 |
|
|
2024
Q1 | $327K | Buy |
4,403
+1,529
| +53% | +$109K | 0.03% | 333 |
|
|
2023
Q4 | $202K | Buy |
+2,874
| New | +$189K | 0.02% | 395 |
|
|
2022
Q4 | – | Sell |
-32,574
| Closed | -$1.72M | – | 377 |
|
|
2022
Q3 | $1.72M | Sell |
32,574
-3,779
| -10% | -$222K | 0.26% | 82 |
|
|
2022
Q2 | $2.14M | Sell |
36,353
-3,086
| -8% | -$198K | 0.33% | 69 |
|
|
2022
Q1 | $2.74M | Sell |
39,439
-189
| -0.5% | -$13.4K | 0.37% | 54 |
|
|
2021
Q4 | $2.96M | Buy |
39,628
+1,308
| +3% | +$98.3K | 0.41% | 49 |
|
|
2021
Q3 | $2.85M | Buy |
38,320
+4,269
| +13% | +$325K | 0.43% | 47 |
|
|
2021
Q2 | $2.77M | Sell |
34,051
-1,808
| -5% | -$136K | 0.42% | 47 |
|
|
2021
Q1 | $2.59M | Buy |
35,859
+2,666
| +8% | +$191K | 0.42% | 47 |
|
|
2020
Q4 | $2.08M | Buy |
+33,193
| New | +$2.15M | 0.39% | 56 |
|
|
2019
Q3 | – | Sell |
-22,285
| Closed | -$1.37M | – | 322 |
|
|
2019
Q2 | $1.37M | Buy |
+22,285
| New | +$1.37M | 0.31% | 62 |
|
|
2018
Q3 | – | Sell |
-15,137
| Closed | -$959K | – | 356 |
|
|
2018
Q2 | $959K | Buy |
15,137
+999
| +7% | +$66.1K | 0.24% | 82 |
|
|
2018
Q1 | $931K | Buy |
14,138
+219
| +2% | +$14.7K | 0.25% | 78 |
|
|
2017
Q4 | $920K | Sell |
13,919
-216
| -2% | -$14.1K | 0.25% | 84 |
|
|
2017
Q3 | $907K | Sell |
14,135
-124
| -0.9% | -$7.76K | 0.26% | 74 |
|
|
2017
Q2 | $868K | Sell |
14,259
-96
| -0.7% | -$5.79K | 0.29% | 63 |
|
|
2017
Q1 | $832K | Buy |
+14,355
| New | +$807K | 0.3% | 59 |
|
|
2016
Q4 | – | Sell |
-14,665
| Closed | -$809K | – | 224 |
|
|
2016
Q3 | $809K | Buy |
14,665
+64
| +0.4% | +$3.45K | 0.33% | 58 |
|
|
2016
Q2 | $758K | Buy |
+14,601
| New | +$781K | 0.31% | 68 |
|
|
2015
Q3 | – | Sell |
-15,879
| Closed | -$926K | – | 169 |
|
|
2015
Q2 | $926K | Buy |
15,879
+212
| +1% | +$12.9K | 0.47% | 35 |
|
|
2015
Q1 | $916K | Buy |
+15,667
| New | +$899K | 0.48% | 36 |
|
Other funds holding IEFA
Smith, Moore & Co's IEFA Position: Q1 2026 in Review
Smith, Moore & Co increased its iShares Core MSCI EAFE ETF (IEFA) stake by 38% in Q1 2026, buying an estimated $874K and bringing the position to 34,307 shares worth $3.11M. The position accounts for 0.23% of the portfolio, ranked #88.
Smith, Moore & Co first reported a position in IEFA in Q1 2015 and has held it in 29 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Smith, Moore & Co held 34,307 shares of iShares Core MSCI EAFE ETF worth $3.11M as of Q1 2026.
- Smith, Moore & Co bought 9,363 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $874K.
- iShares Core MSCI EAFE ETF made up 0.23% of Smith, Moore & Co's portfolio in Q1 2026, its #88 holding.
- Smith, Moore & Co first reported a position in iShares Core MSCI EAFE ETF in Q1 2015 and has held it in 29 quarters since.
- 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.