Blue Chip Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Blue Chip 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	$695K	Buy	7,673 +78	+1%	+$7.28K	0.05%	107
2025 Q4	$679K	Buy	7,595 +168	+2%	+$14.9K	0.05%	108
2025 Q3	$648K	Sell	7,427 -197	-3%	-$16.7K	0.05%	99
2025 Q2	$636K	Sell	7,624 -283	-4%	-$22.5K	0.05%	94
2025 Q1	$598K	Hold	7,907	–	–	0.05%	98
2024 Q4	$556K	Buy	7,907 +565	+8%	+$41.7K	0.05%	103
2024 Q3	$573K	Sell	7,342 -7	-0.1%	-$524	0.05%	93
2024 Q2	$534K	Buy	7,349 +131	+2%	+$9.64K	0.05%	88
2024 Q1	$536K	Sell	7,218 -270	-4%	-$19.2K	0.05%	89
2023 Q4	$527K	Buy	7,488 +109	+1%	+$7.18K	0.05%	89
2023 Q3	$475K	Hold	7,379	–	–	0.06%	90
2023 Q2	$498K	Buy	7,379 +139	+2%	+$9.43K	0.06%	97
2023 Q1	$484K	Hold	7,240	–	–	0.06%	95
2022 Q4	$446K	Buy	+7,240	New	+$426K	0.06%	96
2022 Q3	–	Sell	-4,728	Closed	-$278K	–	166
2022 Q2	$278K	Buy	4,728 +2,106	+80%	+$135K	0.04%	116
2022 Q1	$182K	Buy	+2,622	New	+$185K	0.02%	140
2020 Q1	–	Sell	-118,100	Closed	-$7.71M	–	145
2019 Q4	$7.71M	Buy	118,100 +13,315	+13%	+$845K	1.47%	31
2019 Q3	$6.4M	Sell	104,785 -402	-0.4%	-$24.3K	1.35%	31
2019 Q2	$6.46M	Buy	105,187 +9,091	+9%	+$557K	1.45%	31
2019 Q1	$5.84M	Buy	96,096 +1,627	+2%	+$96K	1.38%	31
2018 Q4	$5.2M	Buy	+94,469	New	+$5.54M	1.31%	29

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

Blue Chip Partners's IEFA Position: Q1 2026 in Review

Blue Chip Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1% in Q1 2026, buying an estimated $7.28K and bringing the position to 7,673 shares worth $695K. The position accounts for 0.05% of the portfolio, ranked #107.

Blue Chip Partners first reported a position in IEFA in Q4 2018 and has held it in 21 quarters since. The position peaked at $7.71M in Q4 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Blue Chip Partners held 7,673 shares of iShares Core MSCI EAFE ETF worth $695K as of Q1 2026.
Blue Chip Partners bought 78 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.28K.
iShares Core MSCI EAFE ETF made up 0.05% of Blue Chip Partners's portfolio in Q1 2026, its #107 holding.
Blue Chip Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 21 quarters since.
Blue Chip Partners's iShares Core MSCI EAFE ETF position peaked at $7.71M in Q4 2019.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.