Almanack Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Almanack Investment Partners’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	-2,659	Closed	-$238K	–	182
2025 Q4	$238K	Buy	+2,659	New	+$235K	0.04%	148
2025 Q3	–	Sell	-2,742	Closed	-$229K	–	215
2025 Q2	$229K	Buy	+2,742	New	+$218K	0.04%	186
2023 Q3	–	Sell	-4,929	Closed	-$333K	–	172
2023 Q2	$333K	Sell	4,929 -1,153	-19%	-$78.2K	0.06%	122
2023 Q1	$407K	Buy	6,082 +78	+1%	+$5.11K	0.08%	104
2022 Q4	$370K	Sell	6,004 -31,087	-84%	-$1.83M	0.08%	105
2022 Q3	$1.95M	Buy	37,091 +19,372	+109%	+$1.14M	0.38%	33
2022 Q2	$1.04M	Buy	17,719 +921	+5%	+$59.1K	0.1%	134
2022 Q1	$1.17M	Buy	16,798 +1,294	+8%	+$91.5K	0.1%	131
2021 Q4	$1.16M	Sell	15,504 -90	-0.6%	-$6.76K	0.09%	133
2021 Q3	$1.16M	Buy	15,594 +365	+2%	+$27.8K	0.1%	148
2021 Q2	$1.14M	Sell	15,229 -2,807	-16%	-$212K	0.11%	122
2021 Q1	$1.3M	Sell	18,036 -562	-3%	-$40.2K	0.13%	106
2020 Q4	$1.28M	Buy	18,598 +210	+1%	+$13.6K	0.15%	95
2020 Q3	$1.19M	Buy	+18,388	New	+$1.11M	0.15%	97

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Almanack Investment Partners's IEFA Position: Q1 2026 in Review

Almanack Investment Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 2,659 shares — an estimated $238K sold.

Almanack Investment Partners first reported a position in IEFA in Q3 2020 and held it in 14 quarters. The position peaked at $1.95M in Q3 2022. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Almanack Investment Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Almanack Investment Partners sold 2,659 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $238K.
Almanack Investment Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and held it in 14 quarters.
Almanack Investment Partners's iShares Core MSCI EAFE ETF position peaked at $1.95M in Q3 2022.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Almanack Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.