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Adero Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Adero Partners’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
2025
Q1 		$722K Sell
9,539
-1
-0% -$75 0.05% 104
2024
Q4 		$670K Sell
9,540
-158
-2% -$11.7K 0.04% 106
2024
Q3 		$757K Sell
9,698
-1,095
-10% -$82K 0.05% 96
2024
Q2 		$784K Sell
10,793
-308
-3% -$22.7K 0.06% 92
2024
Q1 		$824K Sell
11,101
-424
-4% -$30.2K 0.06% 85
2023
Q4 		$811K Sell
11,525
-149
-1% -$9.82K 0.07% 84
2023
Q3 		$751K Sell
11,674
-237
-2% -$15.9K 0.07% 85
2023
Q2 		$804K Buy
11,911
+29
+0.2% +$1.97K 0.08% 79
2023
Q1 		$794K Buy
11,882
+4,322
+57% +$283K 0.09% 77
2022
Q4 		$466K Buy
7,560
+1,122
+17% +$66K 0.06% 101
2022
Q3 		$350K Sell
6,438
-2,647
-29% -$156K 0.04% 111
2022
Q2 		$525K Buy
9,085
+841
+10% +$54K 0.07% 85
2022
Q1 		$573K Sell
8,244
-114
-1% -$8.06K 0.08% 79
2021
Q4 		$624K Buy
8,358
+205
+3% +$15.4K 0.1% 84
2021
Q3 		$605K Hold
8,153
– – 0.11% 80
2021
Q2 		$610K Buy
8,153
+1,762
+28% +$133K 0.14% 68
2021
Q1 		$460K Buy
6,391
+419
+7% +$29.9K 0.21% 70
2020
Q4 		$413K Hold
5,972
– – 0.35% 47
2020
Q3 		$360K Sell
5,972
-1,640
-22% -$98.9K 0.29% 58
2020
Q2 		$435K Buy
+7,612
New +$413K 0.45% 40

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Adero Partners's IEFA Position: Q1 2025 in Review

Adero Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.01% in Q1 2025, selling an estimated $75 and leaving 9,539 shares worth $722K. The position accounts for 0.05% of the portfolio, ranked #104.

Adero Partners first reported a position in IEFA in Q2 2020 and has held it in 20 quarters since. The position peaked at $824K in Q1 2024. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Adero Partners held 9,539 shares of iShares Core MSCI EAFE ETF worth $722K as of Q1 2025.
  • Adero Partners sold 1 iShares Core MSCI EAFE ETF share in Q1 2025, an estimated $75.
  • iShares Core MSCI EAFE ETF made up 0.05% of Adero Partners's portfolio in Q1 2025, its #104 holding.
  • Adero Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 20 quarters since.
  • Adero Partners's iShares Core MSCI EAFE ETF position peaked at $824K in Q1 2024.
  • 2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.