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Sunbelt Securities’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sunbelt Securities’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 		$10.2M Sell
113,195
-2,198
-2% -$205K 0.65% 23
2025
Q4 		$10.3M Buy
115,393
+6,661
+6% +$589K 0.69% 24
2025
Q3 		$9.49M Buy
108,732
+12,800
+13% +$1.09M 0.66% 25
2025
Q2 		$6.74M Sell
95,932
-742
-0.8% -$58.9K 0.6% 31
2025
Q1 		$7.31M Buy
96,674
+742
+0.8% +$55.5K 0.65% 26
2024
Q4 		$6.75M Buy
95,932
+32,113
+50% +$2.37M 0.59% 31
2024
Q3 		$4.98M Buy
63,819
+6,122
+11% +$458K 0.49% 47
2024
Q2 		$4.19M Buy
57,697
+1,518
+3% +$112K 0.43% 52
2024
Q1 		$4.17M Sell
56,179
-556
-1% -$39.6K 0.47% 53
2023
Q4 		$3.99M Buy
56,735
+73
+0.1% +$4.81K 0.5% 44
2023
Q3 		$3.65M Sell
56,662
-399
-0.7% -$26.7K 0.5% 44
2023
Q2 		$3.85M Sell
57,061
-9,794
-15% -$664K 0.55% 37
2023
Q1 		$4.45M Buy
66,855
+975
+1% +$63.9K 0.72% 26
2022
Q4 		$4.06M Buy
65,880
+3,590
+6% +$211K 0.79% 24
2022
Q3 		$3.28M Buy
62,290
+7,341
+13% +$432K 0.69% 30
2022
Q2 		$3.23M Sell
54,949
-14,745
-21% -$946K 0.68% 28
2022
Q1 		$4.93M Buy
69,694
+2,748
+4% +$194K 0.9% 16
2021
Q4 		$4.84M Buy
66,946
+30,821
+85% +$2.32M 0.79% 26
2021
Q3 		$2.69M Hold
36,125
– – 0.48% 50
2021
Q2 		$2.69M Buy
36,125
+1,396
+4% +$105K 0.48% 50
2021
Q1 		$2.5M Sell
34,729
-588
-2% -$42K 0.49% 51
2020
Q4 		$2.44M Buy
35,317
+1,948
+6% +$126K 0.5% 50
2020
Q3 		$2.01M Buy
33,369
+7,083
+27% +$427K 0.56% 42
2020
Q2 		$1.5M Sell
26,286
-37,829
-59% -$2.05M 0.52% 52
2020
Q1 		$3.38M Buy
64,115
+47,404
+284% +$2.82M 0.15% 74
2019
Q4 		$1.08M Buy
16,711
+2,377
+17% +$151K 0.11% 190
2019
Q3 		$875K Buy
14,334
+9,245
+182% +$558K 0.1% 200
2019
Q2 		$312K Buy
+5,089
New +$312K 0.14% 194
2019
Q1 		– Sell
-2,992
Closed -$332K – 236
2018
Q4 		$332K Buy
+2,992
New +$175K 0.19% 141
2016
Q4 		– Sell
-3,984
Closed -$220K – 102
2016
Q3 		$220K Buy
+3,984
New +$215K 0.27% 91

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Sunbelt Securities's IEFA Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, selling an estimated $205K and leaving 113,195 shares worth $10.2M. The position accounts for 0.65% of the portfolio, ranked #23.

Sunbelt Securities first reported a position in IEFA in Q3 2016 and has held it in 30 quarters since. The position peaked at $10.3M in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Sunbelt Securities held 113,195 shares of iShares Core MSCI EAFE ETF worth $10.2M as of Q1 2026.
  • Sunbelt Securities sold 2,198 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $205K.
  • iShares Core MSCI EAFE ETF made up 0.65% of Sunbelt Securities's portfolio in Q1 2026, its #23 holding.
  • Sunbelt Securities first reported a position in iShares Core MSCI EAFE ETF in Q3 2016 and has held it in 30 quarters since.
  • Sunbelt Securities's iShares Core MSCI EAFE ETF position peaked at $10.3M in Q4 2025.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.