Acorn Creek Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Acorn Creek Capital’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	$11.8M	Sell	130,642 -2,236	-2%	-$209K	4.22%	9
2025 Q4	$11.9M	Buy	132,878 +5,547	+4%	+$491K	4.27%	9
2025 Q3	$11.1M	Buy	127,331 +5,979	+5%	+$508K	4.2%	8
2025 Q2	$10.1M	Buy	121,352 +13,557	+13%	+$1.08M	4.21%	9
2025 Q1	$8.15M	Buy	107,795 +2,042	+2%	+$153K	4.07%	9
2024 Q4	$7.43M	Buy	105,753 +7,850	+8%	+$579K	3.82%	9
2024 Q3	$7.64M	Buy	97,903 +7,715	+9%	+$578K	4.05%	9
2024 Q2	$6.55M	Buy	90,188 +3,821	+4%	+$281K	3.91%	9
2024 Q1	$6.41M	Buy	86,367 +3,463	+4%	+$247K	4.04%	9
2023 Q4	$5.83M	Buy	+82,904	New	+$5.46M	2.6%	10

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

Acorn Creek Capital's IEFA Position: Q1 2026 in Review

Acorn Creek Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q1 2026, selling an estimated $209K and leaving 130,642 shares worth $11.8M. The position accounts for 4.22% of the portfolio, ranked #9.

Acorn Creek Capital first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.9M in Q4 2025. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Acorn Creek Capital held 130,642 shares of iShares Core MSCI EAFE ETF worth $11.8M as of Q1 2026.
Acorn Creek Capital sold 2,236 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $209K.
iShares Core MSCI EAFE ETF made up 4.22% of Acorn Creek Capital's portfolio in Q1 2026, its #9 holding.
Acorn Creek Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Acorn Creek Capital's iShares Core MSCI EAFE ETF position peaked at $11.9M in Q4 2025.
2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Acorn Creek Capital's 13F filing for Q1 2026, filed 12 May 2026.