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Ashton Thomas Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ashton Thomas Private Wealth’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 		$22.3M Buy
246,647
+1,486
+0.6% +$139K 0.53% 42
2025
Q4 		$21.9M Buy
245,161
+8,534
+4% +$755K 0.53% 39
2025
Q3 		$20.7M Buy
236,627
+46,724
+25% +$3.97M 0.54% 34
2025
Q2 		$15.9M Buy
189,903
+39,028
+26% +$3.1M 0.56% 36
2025
Q1 		$11.4M Buy
150,875
+10,336
+7% +$773K 0.44% 52
2024
Q4 		$9.88M Buy
140,539
+40,281
+40% +$2.97M 0.38% 60
2024
Q3 		$7.83M Buy
100,258
+4,609
+5% +$345K 0.41% 59
2024
Q2 		$6.95M Buy
95,649
+4,431
+5% +$326K 0.38% 66
2024
Q1 		$6.77M Buy
91,218
+6,553
+8% +$466K 0.39% 70
2023
Q4 		$5.96M Buy
84,665
+3,404
+4% +$224K 0.37% 72
2023
Q3 		$5.23M Sell
81,261
-14,539
-15% -$973K 0.38% 65
2023
Q2 		$6.47M Buy
95,800
+13,721
+17% +$931K 0.49% 52
2023
Q1 		$5.49M Buy
82,079
+17,807
+28% +$1.17M 0.48% 53
2022
Q4 		$3.96M Buy
64,272
+3,483
+6% +$205K 0.39% 67
2022
Q3 		$3.2M Buy
60,789
+11,097
+22% +$653K 0.36% 74
2022
Q2 		$2.92M Buy
49,692
+3,237
+7% +$208K 0.32% 88
2022
Q1 		$3.23M Buy
46,455
+283
+0.6% +$20K 0.28% 98
2021
Q4 		$3.45M Buy
46,172
+6,937
+18% +$521K 0.33% 80
2021
Q3 		$2.91M Buy
39,235
+286
+0.7% +$21.8K 0.42% 62
2021
Q2 		$2.92M Buy
38,949
+2,598
+7% +$196K 0.45% 59
2021
Q1 		$2.62M Buy
36,351
+743
+2% +$53.1K 0.44% 60
2020
Q4 		$2.46M Buy
+35,608
New +$2.3M 0.47% 57

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

Ashton Thomas Private Wealth's IEFA Position: Q1 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.61% in Q1 2026, buying an estimated $139K and bringing the position to 246,647 shares worth $22.3M. The position accounts for 0.53% of the portfolio, ranked #42.

Ashton Thomas Private Wealth first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Ashton Thomas Private Wealth held 246,647 shares of iShares Core MSCI EAFE ETF worth $22.3M as of Q1 2026.
  • Ashton Thomas Private Wealth bought 1,486 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $139K.
  • iShares Core MSCI EAFE ETF made up 0.53% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #42 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.