49 Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

49 Wealth 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	$162M	Buy	1,790,366 +157,540	+10%	+$14.7M	12.13%	1
2025 Q4	$146M	Buy	1,632,826 +234,965	+17%	+$20.8M	11.89%	2
2025 Q3	$122M	Buy	1,397,861 +137,715	+11%	+$11.7M	11.51%	2
2025 Q2	$105M	Buy	1,260,146 +242,762	+24%	+$19.3M	11.2%	3
2025 Q1	$77M	Buy	1,017,384 +267,542	+36%	+$20M	9.27%	3
2024 Q4	$52.7M	Buy	749,842 +122,018	+19%	+$9M	7.51%	4
2024 Q3	$49M	Buy	627,824 +625,037	+22,427%	+$46.8M	7.98%	3
2024 Q2	$203K	Buy	+2,787	New	+$205K	0.04%	143
2024 Q1	–	Sell	-3,151	Closed	-$222K	–	133
2023 Q4	$222K	Buy	+3,151	New	+$208K	0.06%	103

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

49 Wealth Management's IEFA Position: Q1 2026 in Review

49 Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.6% in Q1 2026, buying an estimated $14.7M and bringing the position to 1,790,366 shares worth $162M. The position accounts for 12.13% of the portfolio, ranked #1.

49 Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 9 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

49 Wealth Management held 1,790,366 shares of iShares Core MSCI EAFE ETF worth $162M as of Q1 2026.
49 Wealth Management bought 157,540 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14.7M.
iShares Core MSCI EAFE ETF made up 12.13% of 49 Wealth Management's portfolio in Q1 2026, its #1 holding.
49 Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.