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Vaughan & Co Securities’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Vaughan & Co 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 		$13.6M Sell
150,731
-85
-0.1% -$7.93K 7.08% 7
2025
Q4 		$13.5M Buy
150,816
+7,618
+5% +$674K 6.98% 7
2025
Q3 		$12.5M Buy
143,198
+6,977
+5% +$593K 6.64% 7
2025
Q2 		$11.4M Buy
136,221
+10,553
+8% +$838K 6.52% 7
2025
Q1 		$9.51M Buy
125,668
+114,966
+1,074% +$8.6M 5.89% 7
2024
Q4 		$752K Hold
10,702
– – 0.45% 27
2024
Q3 		$835K Sell
10,702
-26
-0.2% -$1.95K 0.49% 25
2024
Q2 		$779K Hold
10,728
– – 0.49% 20
2024
Q1 		$796K Sell
10,728
-1,235
-10% -$87.9K 0.51% 21
2023
Q4 		$842K Sell
11,963
-489
-4% -$32.2K 0.56% 21
2023
Q3 		$801K Hold
12,452
– – 0.6% 22
2023
Q2 		$841K Hold
12,452
– – 0.6% 19
2023
Q1 		$832K Hold
12,452
– – 0.62% 19
2022
Q4 		$768K Buy
12,452
+2,258
+22% +$133K 0.61% 28
2022
Q3 		$537K Sell
10,194
-287
-3% -$16.9K 0.46% 38
2022
Q2 		$617K Buy
+10,481
New +$672K 0.49% 34
2021
Q4 		– Sell
-5,255
Closed -$390K – 56
2021
Q3 		$390K Sell
5,255
-383
-7% -$29.1K 0.29% 45
2021
Q2 		$422K Hold
5,638
– – 0.31% 44
2021
Q1 		$406K Sell
5,638
-641
-10% -$45.8K 0.33% 43
2020
Q4 		$434K Sell
6,279
-2,014
-24% -$130K 0.38% 34
2020
Q3 		$500K Sell
8,293
-83
-1% -$5.01K 0.52% 23
2020
Q2 		$479K Hold
8,376
– – 0.53% 25
2020
Q1 		$418K Sell
8,376
-3,593
-30% -$214K 0.53% 29
2019
Q4 		$781K Buy
+11,969
New +$759K 0.7% 14

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

Vaughan & Co Securities's IEFA Position: Q1 2026 in Review

Vaughan & Co Securities reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.06% in Q1 2026, selling an estimated $7.93K and leaving 150,731 shares worth $13.6M. The position accounts for 7.08% of the portfolio, ranked #7.

Vaughan & Co Securities first reported a position in IEFA in Q4 2019 and has held it in 24 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Vaughan & Co Securities held 150,731 shares of iShares Core MSCI EAFE ETF worth $13.6M as of Q1 2026.
  • Vaughan & Co Securities sold 85 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.93K.
  • iShares Core MSCI EAFE ETF made up 7.08% of Vaughan & Co Securities's portfolio in Q1 2026, its #7 holding.
  • Vaughan & Co Securities first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 24 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.