Balanced Rock Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Balanced Rock Investment Advisors’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	$280K	Sell	3,097 -416	-12%	-$38.8K	0.2%	86
2025 Q4	$314K	Hold	3,513	–	–	0.22%	84
2025 Q3	$307K	Hold	3,513	–	–	0.22%	83
2025 Q2	$293K	Sell	3,513 -150	-4%	-$11.9K	0.23%	83
2025 Q1	$277K	Sell	3,663 -142	-4%	-$10.6K	0.22%	75
2024 Q4	$267K	Sell	3,805 -104	-3%	-$7.67K	0.21%	76
2024 Q3	$305K	Buy	3,909 +150	+4%	+$11.2K	0.24%	70
2024 Q2	$273K	Hold	3,759	–	–	0.23%	72
2024 Q1	$279K	Hold	3,759	–	–	0.24%	78
2023 Q4	$264K	Buy	+3,759	New	+$248K	0.23%	87

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

Balanced Rock Investment Advisors's IEFA Position: Q1 2026 in Review

Balanced Rock Investment Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, selling an estimated $38.8K and leaving 3,097 shares worth $280K. The position accounts for 0.2% of the portfolio, ranked #86.

Balanced Rock Investment Advisors first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $314K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Balanced Rock Investment Advisors held 3,097 shares of iShares Core MSCI EAFE ETF worth $280K as of Q1 2026.
Balanced Rock Investment Advisors sold 416 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $38.8K.
iShares Core MSCI EAFE ETF made up 0.2% of Balanced Rock Investment Advisors's portfolio in Q1 2026, its #86 holding.
Balanced Rock Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Balanced Rock Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $314K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Balanced Rock Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.