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

ADG Wealth Management Group’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 		$2.9M Buy
32,010
+121
+0.4% +$11.3K 2% 12
2025
Q4 		$2.85M Sell
31,889
-438
-1% -$38.7K 2.16% 12
2025
Q3 		$2.82M Sell
32,327
-142
-0.4% -$12.1K 2.24% 12
2025
Q2 		$2.71M Buy
+32,469
New +$2.58M 2.31% 12

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

ADG Wealth Management Group's IEFA Position: Q1 2026 in Review

ADG Wealth Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.38% in Q1 2026, buying an estimated $11.3K and bringing the position to 32,010 shares worth $2.9M. The position accounts for 2% of the portfolio, ranked #12.

ADG Wealth Management Group first reported a position in IEFA in Q2 2025 and has held it in 4 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • ADG Wealth Management Group held 32,010 shares of iShares Core MSCI EAFE ETF worth $2.9M as of Q1 2026.
  • ADG Wealth Management Group bought 121 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $11.3K.
  • iShares Core MSCI EAFE ETF made up 2% of ADG Wealth Management Group's portfolio in Q1 2026, its #12 holding.
  • ADG Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on ADG Wealth Management Group's 13F filing for Q1 2026, filed 21 Apr 2026.