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Showing 8 of 26 quarters

Position history for IEQ CAPITAL, LLCIEQ CAPITAL, LLC's holdings in ISHARES CORE MSCI EAFE ETF

IEQ CAPITAL, LLC holds 261,365 shares of IEFA (ISHARES CORE MSCI EAFE ETF), worth $25.2M as of 2026-Q2. The position was decreased (-2.5% shares). IEFA represents 0.1% of IEQ CAPITAL, LLC's portfolio.

Current Value

$25.2M

Current Shares

261,365

Total Value Change

+$11.6M

Total Shares Change

+86,303

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
261,365
-2.5%
$25.2M0.1%$96.58
0
2026-Q1
Increased
268,178
+8.3%
$24.3M0.1%$93.48
37
2025-Q4
Decreased
247,620
-1.1%
$22.2M0.1%$89.87
0
2025-Q3
Increased
250,236
+9.3%
$21.8M0.1%$85.26
31
2025-Q2
Increased
228,977
+9.8%
$19.1M0.1%$81.73
37
2025-Q1
Increased
208,605
+19.0%
$15.8M0.1%$73.63
40
2024-Q4
Increased
175,244
+0.1%
$12.3M0.1%$67.77
33
2024-Q3
Increased
175,062
+5.6%
$13.7M0.2%$74.25
35

Other major holders of IEFA: Steward Partners Investment Advisory, LLC, BANK OF AMERICA CORP /DE/

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