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Ausdal Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ausdal Financial Partners’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 		$1.97M Buy
21,813
+1,057
+5% +$98.7K 0.09% 227
2025
Q4 		$1.86M Sell
20,756
-1,130
-5% -$99.9K 0.09% 231
2025
Q3 		$1.91M Buy
21,886
+12,616
+136% +$1.07M 0.09% 220
2025
Q2 		$774K Buy
9,270
+3,322
+56% +$264K 0.05% 314
2025
Q1 		$450K Sell
5,948
-1,089
-15% -$81.4K 0.03% 413
2024
Q4 		$495K Buy
7,037
+2,100
+43% +$155K 0.04% 366
2024
Q3 		$385K Buy
4,937
+764
+18% +$57.2K 0.04% 360
2024
Q2 		$303K Sell
4,173
-246
-6% -$18.1K 0.03% 391
2024
Q1 		$328K Sell
4,419
-254
-5% -$18.1K 0.04% 355
2023
Q4 		$329K Buy
4,673
+51
+1% +$3.36K 0.04% 332
2023
Q3 		$297K Buy
4,622
+118
+3% +$7.9K 0.04% 338
2023
Q2 		$304K Sell
4,504
-1,220
-21% -$82.7K 0.04% 331
2023
Q1 		$383K Buy
5,724
+13
+0.2% +$852 0.05% 290
2022
Q4 		$352K Buy
5,711
+103
+2% +$6.06K 0.05% 307
2022
Q3 		$295K Buy
5,608
+38
+0.7% +$2.23K 0.05% 333
2022
Q2 		$328K Sell
5,570
-510
-8% -$32.7K 0.05% 324
2022
Q1 		$423K Sell
6,080
-356
-6% -$25.2K 0.06% 306
2021
Q4 		$480K Buy
6,436
+16
+0.2% +$1.2K 0.06% 286
2021
Q3 		$477K Buy
6,420
+1,103
+21% +$83.9K 0.07% 275
2021
Q2 		$398K Sell
5,317
-1,758
-25% -$133K 0.06% 297
2021
Q1 		$510K Buy
7,075
+2,921
+70% +$209K 0.09% 243
2020
Q4 		$287K Sell
4,154
-447
-10% -$28.9K 0.06% 319
2020
Q3 		$277K Buy
+4,601
New +$278K 0.07% 276
2018
Q4 		– Sell
-3,502
Closed -$224K – 316
2018
Q3 		$224K Buy
3,502
+262
+8% +$16.7K 0.06% 348
2018
Q2 		$205K Buy
+3,240
New +$214K 0.06% 365

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

Ausdal Financial Partners's IEFA Position: Q1 2026 in Review

Ausdal Financial Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q1 2026, buying an estimated $98.7K and bringing the position to 21,813 shares worth $1.97M. The position accounts for 0.09% of the portfolio, ranked #227.

Ausdal Financial Partners first reported a position in IEFA in Q2 2018 and has held it in 25 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Ausdal Financial Partners held 21,813 shares of iShares Core MSCI EAFE ETF worth $1.97M as of Q1 2026.
  • Ausdal Financial Partners bought 1,057 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $98.7K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Ausdal Financial Partners's portfolio in Q1 2026, its #227 holding.
  • Ausdal Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 25 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.