AWC
IEFA icon

Abundance Wealth Counselors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Abundance Wealth Counselors’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 		$23.5M Buy
259,172
+9,258
+4% +$864K 3.37% 7
2025
Q4 		$22.4M Sell
249,914
-3,115
-1% -$275K 3.77% 6
2025
Q3 		$22.1M Sell
253,029
-16,595
-6% -$1.41M 3.79% 6
2025
Q2 		$22.3M Sell
269,624
-11,127
-4% -$883K 4.18% 5
2025
Q1 		$21.2M Sell
280,751
-140,082
-33% -$10.5M 4.44% 4
2024
Q4 		$29.6M Buy
420,833
+652
+0.2% +$48.1K 6.44% 2
2024
Q3 		$32.8M Sell
420,181
-4,477
-1% -$335K 6.79% 3
2024
Q2 		$30.8M Sell
424,658
-4,088
-1% -$301K 14.2% 2
2024
Q1 		$31.8M Buy
428,746
+6,367
+2% +$453K 7.32% 3
2023
Q4 		$29.7M Sell
422,379
-10,140
-2% -$668K 7.72% 2
2023
Q3 		$27.8M Sell
432,519
-756
-0.2% -$50.6K 7.95% 3
2023
Q2 		$29.2M Sell
433,275
-21,039
-5% -$1.43M 15.13% 2
2023
Q1 		$30.4M Buy
454,314
+2,170
+0.5% +$142K 7.68% 3
2022
Q4 		$27.9M Sell
452,144
-231,196
-34% -$13.6M 7.58% 3
2022
Q3 		$36M Buy
683,340
+5,377
+0.8% +$316K 10.29% 3
2022
Q2 		$39.9M Buy
677,963
+21,790
+3% +$1.4M 10.82% 3
2022
Q1 		$45.6M Buy
656,173
+22,907
+4% +$1.62M 12.39% 2
2021
Q4 		$47.3M Sell
633,266
-11,186
-2% -$841K 12.12% 2
2021
Q3 		$47.9M Buy
644,452
+6,001
+0.9% +$457K 27.96% 1
2021
Q2 		$47.8M Sell
638,451
-13,314
-2% -$1.01M 12.35% 2
2021
Q1 		$47M Sell
651,765
-221,518
-25% -$15.8M 11.67% 2
2020
Q4 		$60.3M Buy
873,283
+5,651
+0.7% +$365K 15.14% 2
2020
Q3 		$52.3M Sell
867,632
-9,778
-1% -$590K 15.07% 2
2020
Q2 		$50.2M Sell
877,410
-285,777
-25% -$15.5M 15.25% 2
2020
Q1 		$58M Buy
1,163,187
+121,403
+12% +$7.22M 20.13% 2
2019
Q4 		$68M Buy
1,041,784
+34,304
+3% +$2.18M 18.93% 2
2019
Q3 		$61.5M Buy
1,007,480
+37,493
+4% +$2.26M 18.72% 2
2019
Q2 		$59.6M Buy
969,987
+32,233
+3% +$1.97M 18.53% 2
2019
Q1 		$57M Buy
937,754
+48,130
+5% +$2.84M 18.71% 2
2018
Q4 		$48.9M Buy
+889,624
New +$52.2M 17.97% 2

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

Abundance Wealth Counselors's IEFA Position: Q1 2026 in Review

Abundance Wealth Counselors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q1 2026, buying an estimated $864K and bringing the position to 259,172 shares worth $23.5M. The position accounts for 3.37% of the portfolio, ranked #7.

Abundance Wealth Counselors first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $68M in Q4 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Abundance Wealth Counselors held 259,172 shares of iShares Core MSCI EAFE ETF worth $23.5M as of Q1 2026.
  • Abundance Wealth Counselors bought 9,258 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $864K.
  • iShares Core MSCI EAFE ETF made up 3.37% of Abundance Wealth Counselors's portfolio in Q1 2026, its #7 holding.
  • Abundance Wealth Counselors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Abundance Wealth Counselors's iShares Core MSCI EAFE ETF position peaked at $68M in Q4 2019.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Abundance Wealth Counselors's 13F filing for Q1 2026, filed 23 Apr 2026.