Armstrong Fleming & Moore’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Armstrong Fleming & Moore’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	$705K	Buy	7,785 +100	+1%	+$9.33K	0.3%	49
2025 Q4	$687K	Buy	7,685 +47	+0.6%	+$4.16K	0.32%	49
2025 Q3	$667K	Sell	7,638 -264	-3%	-$22.4K	0.32%	49
2025 Q2	$660K	Buy	+7,902	New	+$627K	0.36%	47
2025 Q1	–	Sell	-7,398	Closed	-$520K	–	120
2024 Q4	$520K	Hold	7,398	–	–	0.32%	54
2024 Q3	$577K	Sell	7,398 -523	-7%	-$39.1K	0.34%	51
2024 Q2	$575K	Hold	7,921	–	–	0.37%	47
2024 Q1	$588K	Sell	7,921 -552	-7%	-$39.3K	0.41%	48
2023 Q4	$596K	Buy	8,473 +552	+7%	+$36.4K	0.45%	43
2023 Q3	$510K	Hold	7,921	–	–	0.49%	46
2023 Q2	$535K	Buy	+7,921	New	+$537K	0.49%	43

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

Armstrong Fleming & Moore's IEFA Position: Q1 2026 in Review

Armstrong Fleming & Moore increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q1 2026, buying an estimated $9.33K and bringing the position to 7,785 shares worth $705K. The position accounts for 0.3% of the portfolio, ranked #49.

Armstrong Fleming & Moore first reported a position in IEFA in Q2 2023 and has held it in 11 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Armstrong Fleming & Moore held 7,785 shares of iShares Core MSCI EAFE ETF worth $705K as of Q1 2026.
Armstrong Fleming & Moore bought 100 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $9.33K.
iShares Core MSCI EAFE ETF made up 0.3% of Armstrong Fleming & Moore's portfolio in Q1 2026, its #49 holding.
Armstrong Fleming & Moore first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 11 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Armstrong Fleming & Moore's 13F filing for Q1 2026, filed 13 Apr 2026.