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Black Diamond Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Black Diamond Financial’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 		$2.03M Buy
22,441
+1,934
+9% +$181K 0.22% 57
2025
Q4 		$1.83M Buy
20,507
+84
+0.4% +$7.43K 0.19% 62
2025
Q3 		$1.78M Buy
20,423
+95
+0.5% +$8.07K 0.2% 58
2025
Q2 		$1.7M Buy
20,328
+116
+0.6% +$9.21K 0.26% 53
2025
Q1 		$1.53M Hold
20,212
– – 0.23% 57
2024
Q4 		$1.42M Buy
20,212
+5,477
+37% +$404K 0.21% 58
2024
Q3 		$1.15M Hold
14,735
– – 0.2% 58
2024
Q2 		$1.07M Buy
14,735
+3
+0% +$221 0.21% 57
2024
Q1 		$1.04M Hold
14,732
– – 0.28% 47
2023
Q4 		$1.04M Buy
14,732
+362
+3% +$23.9K 0.28% 47
2023
Q3 		$925K Hold
14,370
– – 0.28% 47
2023
Q2 		$970K Buy
14,370
+2
+0% +$136 0.29% 45
2023
Q1 		$960K Hold
14,368
– – 0.32% 44
2022
Q4 		$886K Buy
14,368
+1
+0% +$59 0.32% 43
2022
Q3 		$757K Sell
14,367
-670
-4% -$39.4K 0.31% 47
2022
Q2 		$885K Buy
15,037
+807
+6% +$51.8K 0.35% 45
2022
Q1 		$989K Sell
14,230
-1,209
-8% -$85.5K 0.31% 47
2021
Q4 		$1.15M Buy
15,439
+1,317
+9% +$99K 0.39% 34
2021
Q3 		$1.05M Sell
14,122
-930
-6% -$70.7K 0.5% 33
2021
Q2 		$1.13M Hold
15,052
– – 0.44% 34
2021
Q1 		$1.08M Hold
15,052
– – 0.46% 35
2020
Q4 		$1.04M Hold
15,052
– – 0.48% 35
2020
Q3 		$907K Sell
15,052
-2,200
-13% -$133K 0.51% 32
2020
Q2 		$986K Sell
17,252
-3,600
-17% -$195K 0.64% 28
2020
Q1 		$1.04M Buy
20,852
+12,686
+155% +$755K 0.79% 31
2019
Q4 		$533K Buy
8,166
+1,106
+16% +$70.2K 0.39% 39
2019
Q3 		$431K Hold
7,060
– – 0.32% 45
2019
Q2 		$433K Hold
7,060
– – 0.37% 40
2019
Q1 		$429K Buy
+7,060
New +$417K 0.38% 38
2018
Q4 		– Hold
0
– – – 45

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

Black Diamond Financial's IEFA Position: Q1 2026 in Review

Black Diamond Financial increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q1 2026, buying an estimated $181K and bringing the position to 22,441 shares worth $2.03M. The position accounts for 0.22% of the portfolio, ranked #57.

Black Diamond Financial first reported a position in IEFA in Q1 2019 and has held it in 29 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Black Diamond Financial held 22,441 shares of iShares Core MSCI EAFE ETF worth $2.03M as of Q1 2026.
  • Black Diamond Financial bought 1,934 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $181K.
  • iShares Core MSCI EAFE ETF made up 0.22% of Black Diamond Financial's portfolio in Q1 2026, its #57 holding.
  • Black Diamond Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Black Diamond Financial's 13F filing for Q1 2026, filed 5 May 2026.