Advisory Services Network’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Advisory Services Network’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	$15.2M	Buy	167,431 +8,733	+6%	+$815K	0.2%	91
2025 Q4	$14.2M	Buy	158,698 +7,300	+5%	+$646K	0.2%	98
2025 Q3	$13.2M	Sell	151,398 -20,497	-12%	-$1.74M	0.19%	100
2025 Q2	$14.1M	Buy	171,895 +13,169	+8%	+$1.05M	0.23%	83
2025 Q1	$12M	Buy	158,726 +1,578	+1%	+$118K	0.23%	86
2024 Q4	$11M	Buy	157,148 +16,096	+11%	+$1.19M	0.21%	101
2024 Q3	$10.2M	Hold	141,052	–	–	0.21%	94
2024 Q2	$10.2M	Buy	141,052 +10,372	+8%	+$763K	0.21%	94
2024 Q1	$9.7M	Buy	130,680 +3,998	+3%	+$285K	0.22%	95
2023 Q4	$8.91M	Buy	126,682 +3,091	+3%	+$204K	0.22%	89
2023 Q3	$7.95M	Buy	123,591 +6,193	+5%	+$415K	0.21%	91
2023 Q2	$7.92M	Buy	117,398 +5,173	+5%	+$351K	0.21%	97
2023 Q1	$7.5M	Buy	112,225 +13,598	+14%	+$891K	0.21%	95
2022 Q4	$6.08M	Buy	98,627 +23,991	+32%	+$1.41M	0.19%	117
2022 Q3	$3.93M	Buy	74,636 +6,839	+10%	+$402K	0.14%	179
2022 Q2	$3.99M	Sell	67,797 -14,285	-17%	-$916K	0.14%	187
2022 Q1	$5.71M	Buy	82,082 +1,158	+1%	+$81.9K	0.17%	140
2021 Q4	$6.04M	Buy	80,924 +11,963	+17%	+$899K	0.17%	135
2021 Q3	$5.12M	Buy	68,961 +9,756	+16%	+$742K	0.16%	156
2021 Q2	$4.43M	Buy	59,205 +6,619	+13%	+$500K	0.14%	183
2021 Q1	$3.79M	Sell	52,586 -6,674	-11%	-$477K	0.14%	187
2020 Q4	$4.09M	Sell	59,260 -19,213	-24%	-$1.24M	0.16%	161
2020 Q3	$4.73M	Sell	78,473 -23,393	-23%	-$1.41M	0.22%	114
2020 Q2	$5.82M	Sell	101,866 -19,285	-16%	-$1.05M	0.32%	70
2020 Q1	$6.04M	Sell	121,151 -13,706	-10%	-$816K	0.4%	45
2019 Q4	$8.8M	Sell	134,857 -8,829	-6%	-$560K	0.46%	33
2019 Q3	$8.82M	Hold	143,686	–	–	0.54%	27
2019 Q2	$8.82M	Sell	143,686 -7,337	-5%	-$450K	0.54%	27
2019 Q1	$9.18M	Buy	151,023 +8,932	+6%	+$527K	0.64%	14
2018 Q4	$7.82M	Buy	142,091 +38,290	+37%	+$2.25M	0.68%	18
2018 Q3	$6.65M	Buy	103,801 +14,158	+16%	+$903K	0.49%	31
2018 Q2	$5.81M	Sell	89,643 -42,536	-32%	-$2.82M	0.44%	36
2018 Q1	$8.71M	Buy	132,179 +38,568	+41%	+$2.59M	0.7%	12
2017 Q4	$6.19M	Buy	93,611 +4,625	+5%	+$302K	0.54%	22
2017 Q3	$5.71M	Buy	88,986 +17,910	+25%	+$1.12M	0.65%	14
2017 Q2	$4.33M	Buy	71,076 +30,308	+74%	+$1.83M	0.56%	19
2017 Q1	$2.36M	Buy	+40,768	New	+$2.29M	0.34%	60
2016 Q3	$2.06M	Buy	37,320 +2,408	+7%	+$130K	0.39%	52
2016 Q2	$1.81M	Sell	34,912 -1,105	-3%	-$59.1K	0.41%	47
2016 Q1	$1.91M	Buy	36,017 +24,710	+219%	+$1.26M	0.52%	35
2015 Q4	$615K	Buy	11,307 +4,272	+61%	+$237K	0.2%	130
2015 Q3	$371K	Buy	7,035 +2,600	+59%	+$147K	0.11%	183
2015 Q2	$260K	Buy	4,435 +1,628	+58%	+$99K	0.08%	252
2015 Q1	$168K	Buy	2,807 +2,707	+2,707%	+$155K	0.05%	303
2014 Q4	$6K	Buy	+100	New	+$5.67K	﹤0.01%	854
2014 Q1	–	Sell	-808	Closed	-$49K	–	484
2013 Q4	$49K	Buy	+808	New	+$47.7K	0.02%	318

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

Advisory Services Network's IEFA Position: Q1 2026 in Review

Advisory Services Network increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.5% in Q1 2026, buying an estimated $815K and bringing the position to 167,431 shares worth $15.2M. The position accounts for 0.2% of the portfolio, ranked #91.

Advisory Services Network first reported a position in IEFA in Q4 2013 and has held it in 46 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Advisory Services Network held 167,431 shares of iShares Core MSCI EAFE ETF worth $15.2M as of Q1 2026.
Advisory Services Network bought 8,733 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $815K.
iShares Core MSCI EAFE ETF made up 0.2% of Advisory Services Network's portfolio in Q1 2026, its #91 holding.
Advisory Services Network first reported a position in iShares Core MSCI EAFE ETF in Q4 2013 and has held it in 46 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.