AlphaCore Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

AlphaCore Capital’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	$55.8M	Buy	616,639 +156,014	+34%	+$14.6M	1.32%	13
2025 Q4	$41.2M	Buy	460,625 +198,813	+76%	+$17.6M	0.92%	22
2025 Q3	$22.9M	Buy	261,812 +39,562	+18%	+$3.36M	0.77%	31
2025 Q2	$18.6M	Buy	222,250 +39,984	+22%	+$3.17M	0.71%	33
2025 Q1	$13.8M	Buy	+182,266	New	+$13.6M	1.17%	16
2024 Q1	–	Sell	-3,097	Closed	-$218K	–	247
2023 Q4	$218K	Sell	3,097 -81	-3%	-$5.34K	0.03%	211
2023 Q3	$205K	Hold	3,178	–	–	0.03%	210
2023 Q2	$215K	Buy	3,178 +579	+22%	+$39.3K	0.03%	190
2023 Q1	$174K	Buy	+2,599	New	+$170K	0.05%	135
2022 Q4	–	Hold	0	–	–	–	182
2022 Q3	–	Sell	-417	Closed	-$24.5K	–	154
2022 Q2	$25K	Hold	417	–	–	0.01%	112
2022 Q1	$29K	Hold	417	–	–	0.01%	103
2021 Q4	$31K	Sell	417 -8,587	-95%	-$645K	0.01%	77
2021 Q3	$669K	Buy	+9,004	New	+$685K	0.34%	21
2020 Q1	–	Sell	-78	Closed	-$5K	–	347
2019 Q4	$5K	Buy	+78	New	+$4.95K	﹤0.01%	117

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

AlphaCore Capital's IEFA Position: Q1 2026 in Review

AlphaCore Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 34% in Q1 2026, buying an estimated $14.6M and bringing the position to 616,639 shares worth $55.8M. The position accounts for 1.32% of the portfolio, ranked #13.

AlphaCore Capital first reported a position in IEFA in Q4 2019 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

AlphaCore Capital held 616,639 shares of iShares Core MSCI EAFE ETF worth $55.8M as of Q1 2026.
AlphaCore Capital bought 156,014 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14.6M.
iShares Core MSCI EAFE ETF made up 1.32% of AlphaCore Capital's portfolio in Q1 2026, its #13 holding.
AlphaCore Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 14 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.