How many shares of IEFA does NewEdge Wealth, LLC own?

As of 2026-Q2, NewEdge Wealth, LLC holds 362,466 shares of IEFA (ISHARES CORE MSCI EAFE ETF).

What is NewEdge Wealth, LLC's IEFA position worth?

As of 2026-Q2, NewEdge Wealth, LLC's IEFA position is worth $35M.

In 2026-Q2, NewEdge Wealth, LLC increased their IEFA position (+1.5% change in shares).

Based on available 13F filings, NewEdge Wealth, LLC first reported a position in IEFA in 2020-Q4. They have held the position across 23 quarters.

Position history for NewEdge Wealth, LLC's holdings in ISHARES CORE MSCI EAFE ETF

Current Value

$35M

Current Shares

362,466

Total Value Change

+$27.7M

Total Shares Change

+256,613

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	362,466	+1.5%	$35M	0.3%	$96.58	35
2026-Q1	Increased	357,097	+7.2%	$32.3M	0.4%	$93.48	37
2025-Q4	Decreased	333,160	-0.3%	$29.8M	0.3%	$89.87	0
2025-Q3	Increased	334,333	+36.2%	$29.3M	0.4%	$85.26	45
2025-Q2	Increased	245,498	+81.5%	$20.6M	0.3%	$81.73	52
2025-Q1	Decreased	135,238	-11.4%	$10.2M	0.2%	$73.63	0
2024-Q4	Decreased	152,663	-38.8%	$10.7M	0.2%	$67.77	0
2024-Q3	Increased	249,279	+0.9%	$19.5M	0.4%	$74.25	34
2024-Q2	Decreased	246,980	-13.6%	$17.9M	0.4%	$68.93	0
2024-Q1	Increased	285,960	+6.0%	$20.8M	0.5%	$69.20	36
2023-Q4	Increased	269,825	+1.1%	$19M	0.5%	$65.59	34
2023-Q3	Increased	266,772	+10.0%	$17.2M	0.5%	$59.17	44
2023-Q2	Decreased	242,571	-2.5%	$16.4M	0.5%	$61.36	0
2023-Q1	Increased	248,899	+13.3%	$16.6M	0.6%	$60.03	45
2022-Q4	Increased	219,590	+6.1%	$13.5M	0.6%	$55.61	42
2022-Q3	Decreased	207,049	-7.0%	$10.9M	0.5%	$47.42	0
2022-Q2	Decreased	222,592	-4.2%	$13.1M	0.6%	$53.03	0
2022-Q1	Increased	232,306	+16.9%	$16.1M	0.7%	$62.14	46
2021-Q4	Increased	198,762	+7.7%	$14.8M	0.6%	$65.64	43
2021-Q3	Increased	184,537	+9.0%	$13.7M	0.8%	$64.26	43
2021-Q2	Increased	169,326	+2.8%	$12.7M	1.0%	$65.08	40
2021-Q1	Increased	164,724	+55.6%	$11.9M	1.2%	$61.59	62
2020-Q4	New	105,853	-	$7.3M	2.2%	$59.30	71