BlackDiamond Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BlackDiamond Wealth Management’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	$905K	Buy	9,993 +77	+0.8%	+$7.19K	0.43%	55
2025 Q4	$962K	Buy	9,916 +2,728	+38%	+$241K	0.47%	53
2025 Q3	$628K	Sell	7,188 -686	-9%	-$58.3K	0.34%	58
2025 Q2	$656K	Buy	7,874 +1,708	+28%	+$136K	0.38%	51
2025 Q1	$493K	Sell	6,166 -180	-3%	-$13.5K	0.33%	56
2024 Q4	$446K	Buy	6,346 +207	+3%	+$15.3K	0.26%	85
2024 Q3	$445K	Sell	6,139 -1,742	-22%	-$130K	0.27%	85
2024 Q2	$565K	Buy	7,881 +4,681	+146%	+$344K	0.37%	66
2024 Q1	$238K	Sell	3,200 -619	-16%	-$44.1K	0.17%	131
2023 Q4	$266K	Buy	3,819 +395	+12%	+$26K	0.2%	109
2023 Q3	$213K	Buy	+3,424	New	+$229K	0.19%	118
2023 Q2	–	Sell	-3,140	Closed	-$213K	–	131
2023 Q1	$213K	Sell	3,140 -2,846	-48%	-$187K	0.22%	103
2022 Q4	$385K	Buy	+5,986	New	+$352K	0.44%	65
2022 Q3	–	Sell	-4,622	Closed	-$274K	–	111
2022 Q2	$274K	Buy	+4,622	New	+$297K	0.34%	85
2022 Q1	–	Sell	-7,282	Closed	-$544K	–	113
2021 Q4	$544K	Buy	+7,282	New	+$547K	0.62%	47

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

BlackDiamond Wealth Management's IEFA Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.78% in Q1 2026, buying an estimated $7.19K and bringing the position to 9,993 shares worth $905K. The position accounts for 0.43% of the portfolio, ranked #55.

BlackDiamond Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 15 quarters since. The position peaked at $962K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

BlackDiamond Wealth Management held 9,993 shares of iShares Core MSCI EAFE ETF worth $905K as of Q1 2026.
BlackDiamond Wealth Management bought 77 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.19K.
iShares Core MSCI EAFE ETF made up 0.43% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #55 holding.
BlackDiamond Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
BlackDiamond Wealth Management's iShares Core MSCI EAFE ETF position peaked at $962K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.