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TD Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

TD Capital Management’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 		$851K Hold
9,397
– – 0.08% 68
2025
Q4 		$841K Buy
9,397
+56
+0.6% +$4.95K 0.07% 68
2025
Q3 		$816K Hold
9,341
– – 0.07% 67
2025
Q2 		$780K Buy
9,341
+51
+0.5% +$4.05K 0.07% 67
2025
Q1 		$703K Sell
9,290
-362
-4% -$27.1K 0.07% 63
2024
Q4 		$678K Buy
9,652
+30
+0.3% +$2.21K 0.07% 65
2024
Q3 		$751K Hold
9,622
– – 0.08% 58
2024
Q2 		$699K Buy
9,622
+57
+0.6% +$4.19K 0.07% 59
2024
Q1 		$710K Buy
9,565
+500
+6% +$35.6K 0.08% 57
2023
Q4 		$638K Buy
9,065
+346
+4% +$22.8K 0.07% 57
2023
Q3 		$561K Sell
8,719
-1,411
-14% -$94.5K 0.07% 58
2023
Q2 		$684K Buy
10,130
+90
+0.9% +$6.1K 0.08% 55
2023
Q1 		$671K Buy
10,040
+1,931
+24% +$127K 0.08% 51
2022
Q4 		$500K Buy
8,109
+1,133
+16% +$66.7K 0.07% 54
2022
Q3 		$367K Buy
6,976
+1,998
+40% +$117K 0.05% 66
2022
Q2 		$293K Buy
4,978
+442
+10% +$28.4K 0.04% 72
2022
Q1 		$315K Buy
4,536
+120
+3% +$8.49K 0.04% 72
2021
Q4 		$330K Buy
4,416
+311
+8% +$23.4K 0.04% 68
2021
Q3 		$305K Buy
4,105
+110
+3% +$8.37K 0.04% 66
2021
Q2 		$299K Buy
3,995
+1,006
+34% +$76K 0.04% 62
2021
Q1 		$215K Buy
2,989
+1,285
+75% +$91.8K 0.03% 67
2020
Q4 		$118K Buy
1,704
+962
+130% +$62.2K 0.02% 84
2020
Q3 		$45K Buy
742
+46
+7% +$2.77K 0.01% 121
2020
Q2 		$40K Buy
696
+356
+105% +$19.3K 0.01% 119
2020
Q1 		$17K Sell
340
-4,907
-94% -$292K ﹤0.01% 142
2019
Q4 		$342K Buy
5,247
+53
+1% +$3.36K 0.06% 46
2019
Q3 		$317K Sell
5,194
-796
-13% -$48K 0.06% 50
2019
Q2 		$368K Buy
5,990
+1,110
+23% +$68K 0.07% 41
2019
Q1 		$297K Sell
4,880
-2,271
-32% -$134K 0.06% 47
2018
Q4 		$393K Buy
7,151
+3,499
+96% +$205K 0.1% 41
2018
Q3 		$234K Sell
3,652
-101,340
-97% -$6.46M 0.06% 47
2018
Q2 		$6.65M Buy
104,992
+1,106
+1% +$73.2K 1.82% 17
2018
Q1 		$6.84M Sell
103,886
-393
-0.4% -$26.4K 1.97% 17
2017
Q4 		$6.89M Buy
104,279
+3,063
+3% +$200K 1.89% 19
2017
Q3 		$6.5M Buy
101,216
+364
+0.4% +$22.8K 1.87% 19
2017
Q2 		$6.14M Buy
100,852
+1,763
+2% +$106K 1.83% 20
2017
Q1 		$5.74M Buy
+99,089
New +$5.57M 1.69% 21
2016
Q4 		– Sell
-97,465
Closed -$5.37M – 184
2016
Q3 		$5.37M Buy
97,465
+97,006
+21,134% +$5.24M 1.62% 21
2016
Q2 		$24K Sell
459
-5,363
-92% -$287K 0.01% 82
2016
Q1 		$309K Sell
5,822
-30,330
-84% -$1.55M 0.1% 36
2015
Q4 		$1.97M Sell
36,152
-675
-2% -$37.5K 0.61% 27
2015
Q3 		$1.95M Sell
36,827
-25,007
-40% -$1.42M 0.6% 29
2015
Q2 		$3.6M Buy
61,834
+1,544
+3% +$93.9K 0.92% 25
2015
Q1 		$3.53M Buy
60,290
+3,249
+6% +$186K 0.83% 27
2014
Q4 		$3.16M Buy
57,041
+2,506
+5% +$142K 0.72% 30
2014
Q3 		$3.18M Buy
54,535
+14,387
+36% +$873K 0.72% 30
2014
Q2 		$2.5M Sell
40,148
-5,748
-13% -$357K 0.56% 28
2014
Q1 		$2.8M Sell
45,896
-11,921
-21% -$714K 0.65% 26
2013
Q4 		$3.51M Buy
57,817
+2,641
+5% +$156K 0.83% 29
2013
Q3 		$3.18M Buy
55,176
+1,675
+3% +$92.4K 0.74% 31
2013
Q2 		$2.75M Buy
+53,501
New +$2.9M 0.67% 28

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TD Capital Management's IEFA Position: Q1 2026 in Review

TD Capital Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 9,397 shares worth $851K. The position accounts for 0.08% of the portfolio, ranked #68.

TD Capital Management first reported a position in IEFA in Q2 2013 and has held it in 51 quarters since. The position peaked at $6.89M in Q4 2017. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • TD Capital Management held 9,397 shares of iShares Core MSCI EAFE ETF worth $851K as of Q1 2026.
  • TD Capital Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.08% of TD Capital Management's portfolio in Q1 2026, its #68 holding.
  • TD Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 51 quarters since.
  • TD Capital Management's iShares Core MSCI EAFE ETF position peaked at $6.89M in Q4 2017.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on TD Capital Management's 13F filing for Q1 2026, filed 11 May 2026.