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Smith Shellnut Wilson’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Smith Shellnut Wilson’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
Q3 		$5.16M Buy
59,043
+2,848
+5% +$242K 1.98% 11
2025
Q2 		$4.69M Hold
56,195
– – 2.03% 11
2025
Q1 		$4.25M Sell
56,195
-248
-0.4% -$18.5K 1.95% 10
2024
Q4 		$3.97M Buy
56,443
+545
+1% +$40.2K 1.76% 11
2024
Q3 		$4.36M Sell
55,898
-221
-0.4% -$16.5K 1.97% 12
2024
Q2 		$4.08M Buy
56,119
+66
+0.1% +$4.86K 1.98% 12
2024
Q1 		$4.16M Sell
56,053
-11
-0% -$783 2.21% 11
2023
Q4 		$3.94M Sell
56,064
-1,884
-3% -$124K 2.26% 11
2023
Q3 		$3.73M Sell
57,948
-2,210
-4% -$148K 2.28% 11
2023
Q2 		$4.06M Sell
60,158
-1,406
-2% -$95.3K 2.29% 12
2023
Q1 		$4.12M Sell
61,564
-72
-0.1% -$4.72K 2.5% 10
2022
Q4 		$3.8M Sell
61,636
-2,527
-4% -$149K 2.35% 13
2022
Q3 		$3.38M Buy
64,163
+3,747
+6% +$220K 2.25% 14
2022
Q2 		$3.56M Buy
60,416
+737
+1% +$47.3K 2.2% 14
2022
Q1 		$4.15M Sell
59,679
-611
-1% -$43.2K 2.17% 12
2021
Q4 		$4.5M Buy
60,290
+427
+0.7% +$32.1K 2.23% 9
2021
Q3 		$4.45M Buy
59,863
+1,312
+2% +$99.8K 2.57% 8
2021
Q2 		$4.38M Buy
58,551
+8,422
+17% +$636K 2.55% 9
2021
Q1 		$3.61M Buy
50,129
+1,578
+3% +$113K 2.21% 10
2020
Q4 		$3.35M Buy
48,551
+749
+2% +$48.4K 2% 17
2020
Q3 		$2.88K Buy
47,802
+15
+0% +$905 1.08% 22
2020
Q2 		$2.73M Buy
47,787
+198
+0.4% +$10.7K 1.96% 16
2020
Q1 		$2.37M Buy
47,589
+6,561
+16% +$390K 1.99% 12
2019
Q4 		$2.68M Buy
41,028
+986
+2% +$62.5K 1.78% 18
2019
Q3 		$2.44M Sell
40,042
-5,336
-12% -$322K 1.81% 17
2019
Q2 		$2.79M Buy
45,378
+12,685
+39% +$777K 2.09% 14
2019
Q1 		$1.99M Buy
+32,693
New +$1.93M 1.57% 19

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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Smith Shellnut Wilson's IEFA Position: Q3 2025 in Review

Smith Shellnut Wilson increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q3 2025, buying an estimated $242K and bringing the position to 59,043 shares worth $5.16M. The position accounts for 1.98% of the portfolio, ranked #11.

Smith Shellnut Wilson first reported a position in IEFA in Q1 2019 and has held it in 27 quarters since. 2,134 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Smith Shellnut Wilson held 59,043 shares of iShares Core MSCI EAFE ETF worth $5.16M as of Q3 2025.
  • Smith Shellnut Wilson bought 2,848 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $242K.
  • iShares Core MSCI EAFE ETF made up 1.98% of Smith Shellnut Wilson's portfolio in Q3 2025, its #11 holding.
  • Smith Shellnut Wilson first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 27 quarters since.
  • 2,134 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.