ZIM
IEFA icon

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

Zacks Investment 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 		$7.65M Buy
84,497
+2,487
+3% +$232K 0.06% 181
2025
Q4 		$7.34M Sell
82,010
-9,012
-10% -$797K 0.06% 192
2025
Q3 		$7.95M Sell
91,022
-154,228
-63% -$13.1M 0.06% 185
2025
Q2 		$20.5M Sell
245,250
-11,624
-5% -$923K 0.18% 132
2025
Q1 		$19.4M Buy
256,874
+7,535
+3% +$563K 0.18% 133
2024
Q4 		$17.5M Buy
249,339
+20,465
+9% +$1.51M 0.16% 138
2024
Q3 		$17.9M Buy
228,874
+37,621
+20% +$2.82M 0.16% 138
2024
Q2 		$13.9M Buy
191,253
+21,700
+13% +$1.6M 0.16% 132
2024
Q1 		$12.6M Buy
169,553
+20,174
+14% +$1.44M 0.13% 143
2023
Q4 		$10.5M Buy
149,379
+13,502
+10% +$890K 0.13% 145
2023
Q3 		$8.74M Buy
135,877
+8,396
+7% +$562K 0.11% 151
2023
Q2 		$8.61M Buy
127,481
+64,602
+103% +$4.38M 0.11% 150
2023
Q1 		$4.2M Buy
62,879
+11,836
+23% +$776K 0.06% 201
2022
Q4 		$3.15M Buy
51,043
+3,878
+8% +$228K 0.04% 233
2022
Q3 		$2.48M Buy
47,165
+11,223
+31% +$660K 0.04% 240
2022
Q2 		$2.12M Sell
35,942
-8,007
-18% -$514K 0.03% 257
2022
Q1 		$3.06M Buy
43,949
+11,353
+35% +$803K 0.04% 236
2021
Q4 		$2.43M Buy
32,596
+2,749
+9% +$207K 0.03% 272
2021
Q3 		$2.22M Sell
29,847
-1,659
-5% -$126K 0.04% 281
2021
Q2 		$2.36M Sell
31,506
-19,892
-39% -$1.5M 0.04% 268
2021
Q1 		$3.7M Buy
51,398
+18,792
+58% +$1.34M 0.07% 198
2020
Q4 		$2.25M Buy
32,606
+8,732
+37% +$565K 0.04% 241
2020
Q3 		$1.44M Buy
23,874
+2,493
+12% +$150K 0.03% 266
2020
Q2 		$1.22M Sell
21,381
-3,172
-13% -$172K 0.03% 273
2020
Q1 		$1.23M Buy
24,553
+4,156
+20% +$247K 0.03% 268
2019
Q4 		$1.33M Sell
20,397
-5,743
-22% -$364K 0.02% 347
2019
Q3 		$1.6M Buy
26,140
+4,521
+21% +$273K 0.03% 305
2019
Q2 		$1.33M Buy
21,619
+16,027
+287% +$982K 0.03% 353
2019
Q1 		$340K Buy
5,592
+290
+5% +$17.1K 0.01% 481
2018
Q4 		$292K Buy
+5,302
New +$311K 0.01% 469
2018
Q3 		– Sell
-86,784
Closed -$5.5M – 562
2018
Q2 		$5.5M Buy
86,784
+3,566
+4% +$236K 0.12% 142
2018
Q1 		$5.48M Buy
83,218
+9,017
+12% +$606K 0.12% 140
2017
Q4 		$4.9M Buy
74,201
+12,059
+19% +$786K 0.11% 149
2017
Q3 		$3.99M Buy
62,142
+8,862
+17% +$554K 0.09% 158
2017
Q2 		$3.24M Buy
53,280
+20,191
+61% +$1.22M 0.08% 172
2017
Q1 		$1.92M Buy
+33,089
New +$1.86M 0.05% 244

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

Zacks Investment Management's IEFA Position: Q1 2026 in Review

Zacks Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3% in Q1 2026, buying an estimated $232K and bringing the position to 84,497 shares worth $7.65M. The position accounts for 0.06% of the portfolio, ranked #181.

Zacks Investment Management first reported a position in IEFA in Q1 2017 and has held it in 36 quarters since. The position peaked at $20.5M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Zacks Investment Management held 84,497 shares of iShares Core MSCI EAFE ETF worth $7.65M as of Q1 2026.
  • Zacks Investment Management bought 2,487 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $232K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Zacks Investment Management's portfolio in Q1 2026, its #181 holding.
  • Zacks Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 36 quarters since.
  • Zacks Investment Management's iShares Core MSCI EAFE ETF position peaked at $20.5M in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.