Ally Invest Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ally Invest Advisors’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	$959K	Sell	10,598 -2,364	-18%	-$221K	0.06%	38
2025 Q4	$1.16M	Sell	12,962 -425	-3%	-$37.6K	0.08%	38
2025 Q3	$1.17M	Sell	13,387 -261	-2%	-$22.2K	0.08%	37
2025 Q2	$1.14M	Buy	13,648 +6,920	+103%	+$549K	0.09%	36
2025 Q1	$509K	Buy	6,728 +184	+3%	+$13.8K	0.04%	50
2024 Q4	$460K	Buy	6,544 +124	+2%	+$9.15K	0.04%	53
2024 Q3	$501K	Buy	6,420 +99	+2%	+$7.41K	0.04%	48
2024 Q2	$459K	Buy	6,321 +114	+2%	+$8.39K	0.04%	47
2024 Q1	$461K	Buy	6,207 +1,154	+23%	+$82.1K	0.05%	46
2023 Q4	$355K	Buy	5,053 +1,442	+40%	+$95K	0.04%	48
2023 Q3	$232K	Buy	3,611 +257	+8%	+$17.2K	0.03%	52
2023 Q2	$226K	Buy	3,354 +335	+11%	+$22.7K	0.03%	49
2023 Q1	$202K	Buy	+3,019	New	+$198K	0.02%	48

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

Ally Invest Advisors's IEFA Position: Q1 2026 in Review

Ally Invest Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q1 2026, selling an estimated $221K and leaving 10,598 shares worth $959K. The position accounts for 0.06% of the portfolio, ranked #38.

Ally Invest Advisors first reported a position in IEFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.17M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Ally Invest Advisors held 10,598 shares of iShares Core MSCI EAFE ETF worth $959K as of Q1 2026.
Ally Invest Advisors sold 2,364 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $221K.
iShares Core MSCI EAFE ETF made up 0.06% of Ally Invest Advisors's portfolio in Q1 2026, its #38 holding.
Ally Invest Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
Ally Invest Advisors's iShares Core MSCI EAFE ETF position peaked at $1.17M in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.