Aspen Wealth Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aspen Wealth Strategies’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	$14.6M	Buy	161,219 +4,914	+3%	+$459K	7.79%	4
2025 Q4	$14M	Buy	156,305 +41,337	+36%	+$3.66M	7.65%	4
2025 Q3	$10M	Buy	114,968 +9,723	+9%	+$826K	5.58%	5
2025 Q2	$8.79M	Buy	105,245 +5,787	+6%	+$459K	5.3%	5
2025 Q1	$7.52M	Buy	99,458 +4,099	+4%	+$307K	4.93%	5
2024 Q4	$6.7M	Buy	95,359 +5,608	+6%	+$414K	4.29%	6
2024 Q3	$7.01M	Buy	89,751 +4,665	+5%	+$349K	4.51%	6
2024 Q2	$6.39M	Sell	85,086 -677	-0.8%	-$49.8K	4.44%	6
2024 Q1	$6.37M	Buy	85,763 +9,199	+12%	+$655K	4.4%	6
2023 Q4	$5.39M	Buy	+76,564	New	+$5.05M	3.92%	6

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

Aspen Wealth Strategies's IEFA Position: Q1 2026 in Review

Aspen Wealth Strategies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.1% in Q1 2026, buying an estimated $459K and bringing the position to 161,219 shares worth $14.6M. The position accounts for 7.79% of the portfolio, ranked #4.

Aspen Wealth Strategies first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Aspen Wealth Strategies held 161,219 shares of iShares Core MSCI EAFE ETF worth $14.6M as of Q1 2026.
Aspen Wealth Strategies bought 4,914 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $459K.
iShares Core MSCI EAFE ETF made up 7.79% of Aspen Wealth Strategies's portfolio in Q1 2026, its #4 holding.
Aspen Wealth Strategies first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.