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Adaptive Financial Consulting’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Adaptive Financial Consulting’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 		$14M Buy
155,041
+6,540
+4% +$610K 5.38% 7
2025
Q4 		$13.3M Buy
148,501
+4,484
+3% +$397K 5.17% 8
2025
Q3 		$12.6M Sell
144,017
-2,039
-1% -$173K 5.03% 8
2025
Q2 		$12.2M Sell
146,056
-1,881
-1% -$149K 5.09% 8
2025
Q1 		$11.2M Sell
147,937
-5,121
-3% -$383K 4.79% 8
2024
Q4 		$10.8M Sell
153,058
-1,758
-1% -$130K 4.46% 8
2024
Q3 		$12.1M Buy
154,816
+838
+0.5% +$62.7K 4.92% 8
2024
Q2 		$11.2M Sell
153,978
-4,310
-3% -$317K 4.85% 8
2024
Q1 		$11.7M Buy
158,288
+2,911
+2% +$207K 5.24% 7
2023
Q4 		$10.9M Sell
155,377
-523
-0.3% -$34.5K 5.82% 7
2023
Q3 		$10M Buy
155,900
+3,073
+2% +$206K 5.68% 7
2023
Q2 		$10.3M Sell
152,827
-12,186
-7% -$826K 5.79% 7
2023
Q1 		$11M Buy
165,013
+3,119
+2% +$204K 5.96% 7
2022
Q4 		$9.98M Buy
161,894
+3,164
+2% +$186K 5.72% 7
2022
Q3 		$8.36M Buy
158,730
+8,439
+6% +$496K 5.23% 10
2022
Q2 		$8.85M Buy
150,291
+10,963
+8% +$703K 5.48% 9
2022
Q1 		$9.69M Buy
139,328
+4,810
+4% +$340K 5.69% 9
2021
Q4 		$10M Buy
134,518
+3,973
+3% +$299K 5.73% 9
2021
Q3 		$9.69M Buy
130,545
+1,520
+1% +$116K 5.98% 9
2021
Q2 		$9.66M Buy
129,025
+2,850
+2% +$215K 6.03% 9
2021
Q1 		$9.09M Buy
126,175
+14,894
+13% +$1.06M 6.11% 8
2020
Q4 		$7.69M Sell
111,281
-3,382
-3% -$219K 5.83% 8
2020
Q3 		$6.91M Buy
114,663
+6,989
+6% +$422K 5.44% 8
2020
Q2 		$6.16M Buy
107,674
+12,380
+13% +$671K 5.41% 8
2020
Q1 		$4.75M Buy
95,294
+6,142
+7% +$366K 4.88% 9
2019
Q4 		$5.82M Buy
+89,152
New +$5.65M 5.58% 8

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

Adaptive Financial Consulting's IEFA Position: Q1 2026 in Review

Adaptive Financial Consulting increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q1 2026, buying an estimated $610K and bringing the position to 155,041 shares worth $14M. The position accounts for 5.38% of the portfolio, ranked #7.

Adaptive Financial Consulting first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Adaptive Financial Consulting held 155,041 shares of iShares Core MSCI EAFE ETF worth $14M as of Q1 2026.
  • Adaptive Financial Consulting bought 6,540 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $610K.
  • iShares Core MSCI EAFE ETF made up 5.38% of Adaptive Financial Consulting's portfolio in Q1 2026, its #7 holding.
  • Adaptive Financial Consulting first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Adaptive Financial Consulting's 13F filing for Q1 2026, filed 5 May 2026.