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Advocate Investing Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Advocate Investing Services’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 		– Sell
-20
Closed -$1.79K – 459
2025
Q4 		$1.79K Buy
+20
New +$1.77K ﹤0.01% 353

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Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advocate Investing Services's IEFA Position: Q1 2026 in Review

Advocate Investing Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 20 shares — an estimated $1.79K sold.

Advocate Investing Services first reported a position in IEFA in Q4 2025 and held it in 1 quarter. The position peaked at $1.79K in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Advocate Investing Services reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Advocate Investing Services sold 20 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.79K.
  • Advocate Investing Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • Advocate Investing Services's iShares Core MSCI EAFE ETF position peaked at $1.79K in Q4 2025.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Advocate Investing Services's 13F filing for Q1 2026, filed 22 Apr 2026.