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Sonora Investment Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sonora Investment Management Group’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 		$276K Buy
+3,164
New +$269K 0.02% 234
2024
Q1 		– Sell
-2,852
Closed -$201K – 289
2023
Q4 		$201K Buy
+2,852
New +$188K 0.02% 253

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sonora Investment Management Group's IEFA Position: Q3 2025 in Review

Sonora Investment Management Group opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q3 2025: 3,164 shares worth $276K. The stake represents 0.02% of the portfolio and ranks #234 among its holdings. This is a return to the name: Sonora Investment Management Group previously reported a position in IEFA as recently as Q4 2023.

Sonora Investment Management Group first reported a position in IEFA in Q4 2023 and has held it in 2 quarters since. 2,135 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Sonora Investment Management Group held 3,164 shares of iShares Core MSCI EAFE ETF worth $276K as of Q3 2025.
  • iShares Core MSCI EAFE ETF was a new Sonora Investment Management Group position in Q3 2025.
  • iShares Core MSCI EAFE ETF made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #234 holding.
  • Sonora Investment Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 2 quarters since.
  • 2,135 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.