AWM
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Aprio Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aprio Wealth 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 		$6.19M Sell
68,321
-2,807
-4% -$262K 0.34% 62
2025
Q4 		$6.36M Buy
71,128
+1,429
+2% +$126K 0.37% 58
2025
Q3 		$6.09M Sell
69,699
-1,569
-2% -$133K 0.61% 35
2025
Q2 		$5.95M Sell
71,268
-16,028
-18% -$1.27M 0.67% 31
2025
Q1 		$6.6M Buy
87,296
+13,001
+17% +$972K 0.83% 28
2024
Q4 		$5.22M Sell
74,295
-2,525
-3% -$186K 0.76% 24
2024
Q3 		$6M Sell
76,820
-3,257
-4% -$244K 0.96% 23
2024
Q2 		$5.82M Sell
80,077
-10,470
-12% -$770K 1.06% 20
2024
Q1 		$6.72M Sell
90,547
-4,951
-5% -$352K 1.32% 18
2023
Q4 		$6.72M Sell
95,498
-28,363
-23% -$1.87M 1.5% 16
2023
Q3 		$7.97M Buy
123,861
+4,835
+4% +$324K 2.19% 12
2023
Q2 		$8.03M Buy
119,026
+17,999
+18% +$1.22M 2.2% 13
2023
Q1 		$6.75M Buy
101,027
+1,681
+2% +$110K 2.08% 12
2022
Q4 		$6.12M Sell
99,346
-22,742
-19% -$1.34M 2.15% 11
2022
Q3 		$6.43M Sell
122,088
-17,520
-13% -$1.03M 2.58% 14
2022
Q2 		$8.22M Buy
139,608
+3,173
+2% +$204K 3.27% 9
2022
Q1 		$9.48M Buy
136,435
+1,107
+0.8% +$78.3K 3.61% 8
2021
Q4 		$10.1M Buy
135,328
+5,288
+4% +$397K 4.22% 6
2021
Q3 		$9.65M Sell
130,040
-475
-0.4% -$36.1K 4.4% 6
2021
Q2 		$9.77M Buy
+130,515
New +$9.85M 4.62% 7
2020
Q4 		$10.3M Buy
149,139
+48,885
+49% +$3.16M 6.8% 4
2020
Q3 		$6.04M Buy
100,254
+42,237
+73% +$2.55M 4.29% 5
2020
Q2 		$3.32M Buy
58,017
+41,007
+241% +$2.22M 3.2% 9
2020
Q1 		$849K Sell
17,010
-110,214
-87% -$6.56M 1.08% 20
2019
Q4 		$8.3M Buy
+127,224
New +$8.07M 6.12% 4

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

Aprio Wealth Management's IEFA Position: Q1 2026 in Review

Aprio Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q1 2026, selling an estimated $262K and leaving 68,321 shares worth $6.19M. The position accounts for 0.34% of the portfolio, ranked #62.

Aprio Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $10.3M in Q4 2020. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Aprio Wealth Management held 68,321 shares of iShares Core MSCI EAFE ETF worth $6.19M as of Q1 2026.
  • Aprio Wealth Management sold 2,807 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $262K.
  • iShares Core MSCI EAFE ETF made up 0.34% of Aprio Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Aprio Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • Aprio Wealth Management's iShares Core MSCI EAFE ETF position peaked at $10.3M in Q4 2020.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.