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

Alliance 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 		$13M Buy
143,618
+6,654
+5% +$621K 2.85% 11
2025
Q4 		$12.3M Buy
136,964
+5,523
+4% +$488K 2.69% 12
2025
Q3 		$11.5M Buy
131,441
+26,568
+25% +$2.26M 2.55% 11
2025
Q2 		$8.75M Buy
104,873
+22
+0% +$1.75K 2.23% 16
2025
Q1 		$7.93M Buy
104,851
+6,619
+7% +$495K 2.14% 17
2024
Q4 		$6.9M Buy
98,232
+493
+0.5% +$36.4K 1.85% 19
2024
Q3 		$7.63M Buy
97,739
+9,514
+11% +$712K 2.03% 17
2024
Q2 		$6.41M Buy
88,225
+8,039
+10% +$592K 1.83% 17
2024
Q1 		$5.95M Buy
80,186
+3,969
+5% +$283K 1.75% 18
2023
Q4 		$5.36M Buy
+76,217
New +$5.02M 1.67% 19
2023
Q2 		$4.67M Buy
69,257
+1,957
+3% +$133K 1.52% 19
2023
Q1 		$4.5M Buy
67,300
+4,049
+6% +$265K 1.53% 18
2022
Q4 		$3.9M Buy
63,251
+7,439
+13% +$438K 1.43% 21
2022
Q3 		$2.94M Buy
55,812
+8,781
+19% +$516K 1.14% 25
2022
Q2 		$2.77M Buy
47,031
+7,401
+19% +$475K 1.02% 26
2022
Q1 		$2.75M Buy
39,630
+7,100
+22% +$502K 0.9% 27
2021
Q4 		$2.43M Buy
32,530
+1,245
+4% +$93.6K 0.75% 27
2021
Q3 		$2.33M Buy
31,285
+4,984
+19% +$379K 0.75% 27
2021
Q2 		$1.97M Buy
26,301
+13,662
+108% +$1.03M 0.65% 29
2021
Q1 		$913K Sell
12,639
-1,167
-8% -$83.4K 0.34% 34
2020
Q4 		$956K Sell
13,806
-5,647
-29% -$365K 0.38% 33
2020
Q3 		$1.18M Buy
19,453
+2,819
+17% +$170K 0.51% 30
2020
Q2 		$956K Buy
16,634
+1,851
+13% +$100K 0.44% 32
2020
Q1 		$745K Buy
14,783
+4,163
+39% +$248K 0.4% 35
2019
Q4 		$690K Sell
10,620
-5
-0% -$317 0.31% 38
2019
Q3 		$647K Buy
10,625
+2,035
+24% +$123K 0.31% 38
2019
Q2 		$527K Sell
8,590
-3,061
-26% -$188K 0.26% 39
2019
Q1 		$708K Buy
11,651
+2,874
+33% +$170K 0.38% 36
2018
Q4 		$483K Buy
+8,777
New +$515K 0.29% 38

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

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

Alliance Wealth Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.9% in Q1 2026, buying an estimated $621K and bringing the position to 143,618 shares worth $13M. The position accounts for 2.85% of the portfolio, ranked #11.

Alliance Wealth Management Group first reported a position in IEFA in Q4 2018 and has held it in 29 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Alliance Wealth Management Group held 143,618 shares of iShares Core MSCI EAFE ETF worth $13M as of Q1 2026.
  • Alliance Wealth Management Group bought 6,654 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $621K.
  • iShares Core MSCI EAFE ETF made up 2.85% of Alliance Wealth Management Group's portfolio in Q1 2026, its #11 holding.
  • Alliance Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 29 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Alliance Wealth Management Group's 13F filing for Q1 2026, filed 29 Apr 2026.