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The Family Firm’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

The Family Firm’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
Q2 		$2.23M Buy
26,703
+5,184
+24% +$411K 0.54% 48
2025
Q1 		$1.63M Buy
21,519
+7,878
+58% +$589K 0.36% 57
2024
Q4 		$959K Buy
13,641
+3,862
+39% +$285K 0.21% 79
2024
Q3 		$763K Buy
9,779
+5,752
+143% +$431K 0.17% 88
2024
Q2 		$293K Buy
+4,027
New +$296K 0.07% 156

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 $424B AUM 22.94% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

The Family Firm's IEFA Position: Q2 2025 in Review

The Family Firm increased its iShares Core MSCI EAFE ETF (IEFA) stake by 24% in Q2 2025, buying an estimated $411K and bringing the position to 26,703 shares worth $2.23M. The position accounts for 0.54% of the portfolio, ranked #48.

The Family Firm first reported a position in IEFA in Q2 2024 and has held it in 5 quarters since. 2,105 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • The Family Firm held 26,703 shares of iShares Core MSCI EAFE ETF worth $2.23M as of Q2 2025.
  • The Family Firm bought 5,184 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $411K.
  • iShares Core MSCI EAFE ETF made up 0.54% of The Family Firm's portfolio in Q2 2025, its #48 holding.
  • The Family Firm first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 5 quarters since.
  • 2,105 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on The Family Firm's 13F filing for Q2 2025, filed 8 Aug 2025.