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

AlphaStar Capital Management’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	$402K	Sell	4,443 -1,049	-19%	-$97.9K	0.03%	167
2025 Q4	$491K	Buy	5,492 +2,034	+59%	+$180K	0.04%	153
2025 Q3	$302K	Buy	3,458 +883	+34%	+$75K	0.03%	168
2025 Q2	$215K	Sell	2,575 -635	-20%	-$50.4K	0.02%	341
2025 Q1	$243K	Buy	+3,210	New	+$240K	0.02%	165
2024 Q4	–	Sell	-3,049	Closed	-$238K	–	281
2024 Q3	$238K	Buy	3,049 +117	+4%	+$8.76K	0.02%	333
2024 Q2	$213K	Buy	+2,932	New	+$216K	0.02%	296
2022 Q2	–	Sell	-3,335	Closed	-$232K	–	366
2022 Q1	$232K	Buy	3,335 +410	+14%	+$29K	0.02%	337
2021 Q4	$219K	Sell	2,925 -2,183	-43%	-$164K	0.02%	354
2021 Q3	$389K	Buy	+5,108	New	+$389K	0.03%	286

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

AlphaStar Capital Management's IEFA Position: Q1 2026 in Review

AlphaStar Capital Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q1 2026, selling an estimated $97.9K and leaving 4,443 shares worth $402K. The position accounts for 0.03% of the portfolio, ranked #167.

AlphaStar Capital Management first reported a position in IEFA in Q3 2021 and has held it in 10 quarters since. The position peaked at $491K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

AlphaStar Capital Management held 4,443 shares of iShares Core MSCI EAFE ETF worth $402K as of Q1 2026.
AlphaStar Capital Management sold 1,049 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $97.9K.
iShares Core MSCI EAFE ETF made up 0.03% of AlphaStar Capital Management's portfolio in Q1 2026, its #167 holding.
AlphaStar Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 10 quarters since.
AlphaStar Capital Management's iShares Core MSCI EAFE ETF position peaked at $491K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on AlphaStar Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.