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

Argent 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 		$19.2M Buy
211,539
+3,613
+2% +$337K 5.23% 1
2025
Q4 		$18.6M Buy
207,926
+459
+0.2% +$40.6K 5.19% 1
2025
Q3 		$18.1M Sell
207,467
-14,572
-7% -$1.24M 5.34% 1
2025
Q2 		$18.5M Buy
222,039
+2,135
+1% +$169K 5.73% 1
2025
Q1 		$16.6M Buy
219,904
+15,390
+8% +$1.15M 5.57% 1
2024
Q4 		$14.4M Buy
204,514
+2,194
+1% +$162K 5.33% 1
2024
Q3 		$15.8M Sell
202,320
-1,260
-0.6% -$94.3K 5.87% 1
2024
Q2 		$14.8M Sell
203,580
-3,919
-2% -$288K 5.88% 1
2024
Q1 		$15.4M Sell
207,499
-1,308
-0.6% -$93.1K 6.09% 1
2023
Q4 		$14.7M Sell
208,807
-19,951
-9% -$1.31M 6.44% 1
2023
Q3 		$14.7M Buy
228,758
+2,791
+1% +$187K 6.73% 1
2023
Q2 		$15.3M Sell
225,967
-2,950
-1% -$200K 6.99% 1
2023
Q1 		$15.3M Sell
228,917
-3,974
-2% -$261K 7.31% 1
2022
Q4 		$14.4M Buy
232,891
+1,946
+0.8% +$115K 7.43% 1
2022
Q3 		$12.2M Buy
230,945
+75,000
+48% +$4.41M 7.1% 1
2022
Q2 		$9.18M Buy
155,945
+6,690
+4% +$429K 5.16% 3
2022
Q1 		$10.4M Sell
149,255
-5,858
-4% -$414K 5.56% 2
2021
Q4 		$11.6M Buy
155,113
+7,626
+5% +$573K 6.24% 2
2021
Q3 		$11M Buy
147,487
+8,853
+6% +$673K 6.28% 2
2021
Q2 		$10.4M Buy
138,634
+4,087
+3% +$309K 6.31% 2
2021
Q1 		$9.69M Sell
134,547
-9,611
-7% -$687K 6.24% 2
2020
Q4 		$9.96M Sell
144,158
-8,181
-5% -$529K 6.1% 2
2020
Q3 		$9.18M Buy
+152,339
New +$9.19M 6.29% 1
2020
Q2 		– Sell
-101,787
Closed -$5.08M – 136
2020
Q1 		$5.08M Sell
101,787
-41,704
-29% -$2.48M 5.09% 3
2019
Q4 		$9.37M Buy
+143,491
New +$9.1M 7.01% 2

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

Argent Advisors's IEFA Position: Q1 2026 in Review

Argent Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.7% in Q1 2026, buying an estimated $337K and bringing the position to 211,539 shares worth $19.2M. The position accounts for 5.23% of the portfolio, ranked #1.

Argent Advisors first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Argent Advisors held 211,539 shares of iShares Core MSCI EAFE ETF worth $19.2M as of Q1 2026.
  • Argent Advisors bought 3,613 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $337K.
  • iShares Core MSCI EAFE ETF made up 5.23% of Argent Advisors's portfolio in Q1 2026, its #1 holding.
  • Argent Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Argent Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.