Aspiriant LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aspiriant LLC’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	$89.3M	Buy	986,758 +71,182	+8%	+$6.64M	2.54%	8
2025 Q4	$81.9M	Buy	915,576 +76,404	+9%	+$6.76M	2.35%	8
2025 Q3	$73.3M	Buy	839,172 +67,514	+9%	+$5.74M	2.24%	10
2025 Q2	$64.4M	Buy	771,658 +72,404	+10%	+$5.75M	2.05%	9
2025 Q1	$52.9M	Buy	699,254 +102,920	+17%	+$7.7M	1.84%	11
2024 Q4	$41.9M	Buy	596,334 +42,581	+8%	+$3.14M	1.51%	11
2024 Q3	$43.2M	Buy	553,753 +50,350	+10%	+$3.77M	1.64%	11
2024 Q2	$36.6M	Buy	503,403 +72,153	+17%	+$5.31M	1.49%	11
2024 Q1	$32M	Buy	431,250 +58,960	+16%	+$4.2M	1.32%	12
2023 Q4	$26.2M	Buy	372,290 +58,471	+19%	+$3.85M	1.18%	14
2023 Q3	$20.2M	Buy	313,819 +66,675	+27%	+$4.46M	1.03%	19
2023 Q2	$16.7M	Buy	247,144 +45,365	+22%	+$3.08M	0.84%	21
2023 Q1	$13.5M	Buy	201,779 +46,526	+30%	+$3.05M	0.71%	23
2022 Q4	$9.57M	Buy	155,253 +8,328	+6%	+$490K	0.49%	31
2022 Q3	$7.75M	Buy	146,925 +6,267	+4%	+$369K	0.38%	34
2022 Q2	$8.29M	Buy	140,658 +17,223	+14%	+$1.1M	0.4%	32
2022 Q1	$8.58M	Buy	123,435 +14,781	+14%	+$1.05M	0.47%	32
2021 Q4	$8.11M	Buy	108,654 +37,785	+53%	+$2.84M	0.43%	30
2021 Q3	$5.26M	Buy	70,869 +11,770	+20%	+$895K	0.31%	40
2021 Q2	$4.43M	Buy	59,099 +21,937	+59%	+$1.66M	0.25%	45
2021 Q1	$2.67M	Sell	37,162 -17,551	-32%	-$1.25M	0.17%	58
2020 Q4	$3.78M	Buy	54,713 +17,214	+46%	+$1.11M	0.26%	39
2020 Q3	$2.26M	Buy	37,499 +13,403	+56%	+$808K	0.18%	63
2020 Q2	$1.38M	Sell	24,096 -188,886	-89%	-$10.2M	0.13%	67
2020 Q1	$10.6M	Buy	212,982 +8,819	+4%	+$525K	1.05%	20
2019 Q4	$13.3M	Buy	204,163 +1,039	+0.5%	+$65.9K	1.23%	17
2019 Q3	$12.4M	Sell	203,124 -638	-0.3%	-$38.5K	1.11%	21
2019 Q2	$12.5M	Sell	203,762 -1,731	-0.8%	-$106K	1.04%	21
2019 Q1	$12.5M	Sell	205,493 -8,665	-4%	-$511K	1.02%	23
2018 Q4	$11.8M	Buy	214,158 +78,956	+58%	+$4.63M	0.89%	27
2018 Q3	$8.66M	Sell	135,202 -125	-0.1%	-$7.97K	0.74%	29
2018 Q2	$8.58M	Sell	135,327 -6,324	-4%	-$419K	0.73%	32
2018 Q1	$9.33M	Buy	141,651 +68,809	+94%	+$4.62M	0.81%	31
2017 Q4	$4.81M	Sell	72,842 -73,383	-50%	-$4.78M	1.41%	18
2017 Q3	$9.38M	Buy	146,225 +356	+0.2%	+$22.3K	0.79%	28
2017 Q2	$8.88M	Buy	145,869 +50,651	+53%	+$3.06M	0.77%	30
2017 Q1	$5.52M	Buy	95,218 +70,671	+288%	+$3.97M	0.47%	38
2016 Q4	$1.32M	Buy	24,547 +2,602	+12%	+$140K	0.12%	94
2016 Q3	$1.21M	Sell	21,945 -5,828	-21%	-$315K	0.12%	96
2016 Q2	$1.44M	Sell	27,773 -35,841	-56%	-$1.92M	0.14%	90
2016 Q1	$3.38M	Sell	63,614 -1,222	-2%	-$62.3K	0.32%	49
2015 Q4	$3.53M	Buy	64,836 +3,300	+5%	+$183K	0.39%	27
2015 Q3	$3.25M	Buy	61,536 +2,909	+5%	+$165K	0.27%	28
2015 Q2	$3.42M	Buy	58,627 +1,222	+2%	+$74.3K	0.33%	24
2015 Q1	$3.36M	Buy	57,405 +3,018	+6%	+$173K	0.44%	21
2014 Q4	$3.01M	Buy	54,387 +8,173	+18%	+$464K	0.4%	24
2014 Q3	$2.69M	Sell	46,214 -1,505	-3%	-$91.3K	0.38%	17
2014 Q2	$2.97M	Sell	47,719 -4,207	-8%	-$261K	0.41%	18
2014 Q1	$3.17M	Buy	51,926 +24,195	+87%	+$1.45M	0.46%	19
2013 Q4	$1.69M	Buy	27,731 +3,235	+13%	+$191K	0.26%	28
2013 Q3	$1.41M	Buy	+24,496	New	+$1.35M	0.25%	20

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

Aspiriant LLC's IEFA Position: Q1 2026 in Review

Aspiriant LLC increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.8% in Q1 2026, buying an estimated $6.64M and bringing the position to 986,758 shares worth $89.3M. The position accounts for 2.54% of the portfolio, ranked #8.

Aspiriant LLC first reported a position in IEFA in Q3 2013 and has held it in 51 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Aspiriant LLC held 986,758 shares of iShares Core MSCI EAFE ETF worth $89.3M as of Q1 2026.
Aspiriant LLC bought 71,182 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $6.64M.
iShares Core MSCI EAFE ETF made up 2.54% of Aspiriant LLC's portfolio in Q1 2026, its #8 holding.
Aspiriant LLC first reported a position in iShares Core MSCI EAFE ETF in Q3 2013 and has held it in 51 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Aspiriant LLC's 13F filing for Q1 2026, filed 12 May 2026.