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Biltmore Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Biltmore Family Office’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 		$2.93M Buy
32,368
+800
+3% +$74.7K 0.41% 50
2025
Q4 		$2.82M Buy
31,568
+3,087
+11% +$273K 0.39% 53
2025
Q3 		$2.49M Buy
28,481
+80
+0.3% +$6.8K 0.35% 57
2025
Q2 		$2.37M Buy
28,401
+3,379
+14% +$268K 0.4% 49
2025
Q1 		$1.89M Sell
25,022
-4,559
-15% -$341K 0.32% 58
2024
Q4 		$2.08M Sell
29,581
-238
-0.8% -$17.6K 0.35% 51
2024
Q3 		$2.33M Sell
29,819
-6
-0% -$449 0.4% 51
2024
Q2 		$2.17M Buy
29,825
+1,970
+7% +$145K 0.4% 50
2024
Q1 		$2.07M Buy
27,855
+8,111
+41% +$577K 0.41% 48
2023
Q4 		$1.39M Sell
19,744
-555
-3% -$36.6K 0.29% 60
2023
Q3 		$1.31M Buy
20,299
+1,819
+10% +$122K 0.3% 56
2023
Q2 		$1.25M Buy
18,480
+1,111
+6% +$75.3K 0.26% 60
2023
Q1 		$1.16M Buy
17,369
+318
+2% +$20.8K 0.24% 61
2022
Q4 		$1.05M Sell
17,051
-8,083
-32% -$476K 0.22% 69
2022
Q3 		$1.32M Buy
25,134
+9,677
+63% +$569K 0.3% 49
2022
Q2 		$910K Buy
15,457
+7,251
+88% +$465K 0.23% 70
2022
Q1 		$570K Hold
8,206
– – 0.12% 97
2021
Q4 		$613K Buy
8,206
+1,690
+26% +$127K 0.12% 109
2021
Q3 		$484K Buy
6,516
+946
+17% +$72K 0.12% 104
2021
Q2 		$417K Buy
5,570
+810
+17% +$61.2K 0.12% 119
2021
Q1 		$343K Hold
4,760
– – 0.11% 121
2020
Q4 		$329K Buy
+4,760
New +$308K 0.1% 126
2020
Q1 		– Sell
-431
Closed -$28K – 203
2019
Q4 		$28K Buy
+431
New +$27.3K 0.01% 180
2018
Q4 		– Sell
-7,868
Closed -$504K – 144
2018
Q3 		$504K Buy
7,868
+1,618
+26% +$103K 0.24% 94
2018
Q2 		$396K Hold
6,250
– – 0.2% 100
2018
Q1 		$412K Hold
6,250
– – 0.18% 116
2017
Q4 		$413K Buy
+6,250
New +$407K 0.19% 104

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

Biltmore Family Office's IEFA Position: Q1 2026 in Review

Biltmore Family Office increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q1 2026, buying an estimated $74.7K and bringing the position to 32,368 shares worth $2.93M. The position accounts for 0.41% of the portfolio, ranked #50.

Biltmore Family Office first reported a position in IEFA in Q4 2017 and has held it in 27 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Biltmore Family Office held 32,368 shares of iShares Core MSCI EAFE ETF worth $2.93M as of Q1 2026.
  • Biltmore Family Office bought 800 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $74.7K.
  • iShares Core MSCI EAFE ETF made up 0.41% of Biltmore Family Office's portfolio in Q1 2026, its #50 holding.
  • Biltmore Family Office first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 27 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.