AFO
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Allie Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Allie Family Office’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 		$5.26M Buy
57,931
+7,608
+15% +$710K 2.3% 9
2025
Q4 		$4.5M Sell
50,323
-279
-0.6% -$24.7K 2.1% 12
2025
Q3 		$4.42M Sell
50,602
-2,523
-5% -$214K 2.09% 13
2025
Q2 		$4.43M Sell
53,125
-68,803
-56% -$5.46M 2.2% 9
2025
Q1 		$9.22M Sell
121,928
-3,730
-3% -$279K 5.04% 3
2024
Q4 		$8.83M Buy
125,658
+3,231
+3% +$238K 4.9% 3
2024
Q3 		$9.56M Buy
122,427
+5,708
+5% +$427K 5.15% 3
2024
Q2 		$8.48M Buy
116,719
+3,560
+3% +$262K 5.1% 3
2024
Q1 		$8.4M Buy
113,159
+3,230
+3% +$230K 4.95% 4
2023
Q4 		$7.73M Buy
109,929
+877
+0.8% +$57.8K 5.35% 3
2023
Q3 		$7.02M Sell
109,052
-7,350
-6% -$492K 5.67% 3
2023
Q2 		$7.86M Buy
116,402
+24,295
+26% +$1.65M 5.64% 3
2023
Q1 		$6.16M Buy
92,107
+40,539
+79% +$2.66M 4.6% 5
2022
Q4 		$3.18M Buy
51,568
+1,863
+4% +$110K 2.62% 9
2022
Q3 		$2.62M Buy
49,705
+13,212
+36% +$777K 2.25% 9
2022
Q2 		$2.15M Buy
36,493
+4,010
+12% +$257K 1.74% 9
2022
Q1 		$2.26M Buy
32,483
+16,120
+99% +$1.14M 1.73% 13
2021
Q4 		$1.22M Buy
+16,363
New +$1.23M 0.96% 20

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

Allie Family Office's IEFA Position: Q1 2026 in Review

Allie Family Office increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q1 2026, buying an estimated $710K and bringing the position to 57,931 shares worth $5.26M. The position accounts for 2.3% of the portfolio, ranked #9.

Allie Family Office first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $9.56M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Allie Family Office held 57,931 shares of iShares Core MSCI EAFE ETF worth $5.26M as of Q1 2026.
  • Allie Family Office bought 7,608 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $710K.
  • iShares Core MSCI EAFE ETF made up 2.3% of Allie Family Office's portfolio in Q1 2026, its #9 holding.
  • Allie Family Office first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • Allie Family Office's iShares Core MSCI EAFE ETF position peaked at $9.56M in Q3 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Allie Family Office's 13F filing for Q1 2026, filed 14 May 2026.