Advisory Alpha’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $499K | Buy |
5,512
+1,327
| +32% | +$124K | 0.01% | 325 |
|
|
2025
Q4 | $374K | Sell |
4,185
-238
| -5% | -$21K | 0.01% | 368 |
|
|
2025
Q3 | $390K | Buy |
4,423
+270
| +7% | +$22.9K | 0.01% | 351 |
|
|
2025
Q2 | $347K | Sell |
4,153
-338
| -8% | -$26.8K | 0.01% | 335 |
|
|
2025
Q1 | $340K | Buy |
4,491
+397
| +10% | +$29.7K | 0.01% | 319 |
|
|
2024
Q4 | $288K | Buy |
+4,094
| New | +$302K | 0.01% | 331 |
|
|
2024
Q2 | – | Sell |
-3,880
| Closed | -$288K | – | 406 |
|
|
2024
Q1 | $288K | Sell |
3,880
-47
| -1% | -$3.35K | 0.01% | 310 |
|
|
2023
Q4 | $276K | Sell |
3,927
-273
| -7% | -$18K | 0.01% | 274 |
|
|
2023
Q3 | $270K | Sell |
4,200
-5,821
| -58% | -$390K | 0.01% | 248 |
|
|
2023
Q2 | $676K | Buy |
10,021
+255
| +3% | +$17.3K | 0.03% | 193 |
|
|
2023
Q1 | $653K | Buy |
9,766
+397
| +4% | +$26K | 0.04% | 155 |
|
|
2022
Q4 | $578K | Sell |
9,369
-2
| -0% | -$118 | 0.04% | 155 |
|
|
2022
Q3 | $494K | Sell |
9,371
-358
| -4% | -$21.1K | 0.04% | 157 |
|
|
2022
Q2 | $573K | Sell |
9,729
-767
| -7% | -$49.2K | 0.04% | 141 |
|
|
2022
Q1 | $730K | Buy |
10,496
+1,057
| +11% | +$74.8K | 0.05% | 136 |
|
|
2021
Q4 | $705K | Buy |
9,439
+38
| +0.4% | +$2.86K | 0.04% | 148 |
|
|
2021
Q3 | $698K | Buy |
9,401
+3,705
| +65% | +$282K | 0.05% | 134 |
|
|
2021
Q2 | $426K | Buy |
5,696
+225
| +4% | +$17K | 0.03% | 132 |
|
|
2021
Q1 | $394K | Buy |
5,471
+61
| +1% | +$4.36K | 0.04% | 116 |
|
|
2020
Q4 | $374K | Sell |
5,410
-622
| -10% | -$40.2K | 0.08% | 65 |
|
|
2020
Q3 | $370K | Sell |
6,032
-352
| -6% | -$21.2K | 0.08% | 55 |
|
|
2020
Q2 | $394K | Sell |
6,384
-2,799
| -30% | -$152K | 0.09% | 66 |
|
|
2020
Q1 | $468K | Buy |
9,183
+2,709
| +42% | +$161K | 0.13% | 54 |
|
|
2019
Q4 | $425K | Sell |
6,474
-748
| -10% | -$47.4K | 0.1% | 78 |
|
|
2019
Q3 | $434K | Buy |
7,222
+853
| +13% | +$51.5K | 0.13% | 70 |
|
|
2019
Q2 | $391K | Buy |
6,369
+1,436
| +29% | +$88K | 0.13% | 69 |
|
|
2019
Q1 | $300K | Sell |
4,933
-3,320
| -40% | -$196K | 0.11% | 82 |
|
|
2018
Q4 | $478K | Sell |
8,253
-7,285
| -47% | -$427K | 0.23% | 49 |
|
|
2018
Q3 | $893K | Buy |
15,538
+1,484
| +11% | +$94.6K | 0.23% | 81 |
|
|
2018
Q2 | $908K | Buy |
14,054
+2,715
| +24% | +$180K | 0.23% | 85 |
|
|
2018
Q1 | $761K | Buy |
11,339
+654
| +6% | +$43.9K | 0.26% | 72 |
|
|
2017
Q4 | $745K | Sell |
10,685
-4,860
| -31% | -$317K | 0.24% | 72 |
|
|
2017
Q3 | $1.01M | Buy |
15,545
+5,263
| +51% | +$329K | 0.28% | 68 |
|
|
2017
Q2 | $649K | Buy |
10,282
+4,395
| +75% | +$265K | 0.19% | 81 |
|
|
2017
Q1 | $341K | Buy |
5,887
+5,873
| +41,950% | +$330K | 0.12% | 89 |
|
|
2016
Q4 | $1K | Buy |
+14
| New | +$752 | ﹤0.01% | 89 |
|
Other funds holding IEFA
Advisory Alpha's IEFA Position: Q1 2026 in Review
Advisory Alpha increased its iShares Core MSCI EAFE ETF (IEFA) stake by 32% in Q1 2026, buying an estimated $124K and bringing the position to 5,512 shares worth $499K. The position accounts for 0.01% of the portfolio, ranked #325.
Advisory Alpha first reported a position in IEFA in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.01M in Q3 2017. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Advisory Alpha held 5,512 shares of iShares Core MSCI EAFE ETF worth $499K as of Q1 2026.
- Advisory Alpha bought 1,327 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $124K.
- iShares Core MSCI EAFE ETF made up 0.01% of Advisory Alpha's portfolio in Q1 2026, its #325 holding.
- Advisory Alpha first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 36 quarters since.
- Advisory Alpha's iShares Core MSCI EAFE ETF position peaked at $1.01M in Q3 2017.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.