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Burt Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Burt Wealth 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
2025
Q3 		$418K Hold
4,785
– – 0.1% 80
2025
Q2 		$399K Buy
4,785
+14
+0.3% +$1.11K 0.09% 81
2025
Q1 		$361K Sell
4,771
-75
-2% -$5.61K 0.09% 79
2024
Q4 		$341K Buy
4,846
+13
+0.3% +$959 0.09% 85
2024
Q3 		$377K Hold
4,833
– – 0.09% 79
2024
Q2 		$351K Sell
4,833
-32
-0.7% -$2.35K 0.09% 77
2024
Q1 		$361K Hold
4,865
– – 0.09% 85
2023
Q4 		$342K Buy
4,865
+10
+0.2% +$659 0.1% 75
2023
Q3 		$312K Hold
4,855
– – 0.1% 78
2023
Q2 		$328K Buy
4,855
+14
+0.3% +$949 0.1% 77
2023
Q1 		$324K Hold
4,841
– – 0.1% 76
2022
Q4 		$298K Sell
4,841
-846
-15% -$49.8K 0.1% 81
2022
Q3 		$300K Sell
5,687
-2,360
-29% -$139K 0.12% 68
2022
Q2 		$474K Sell
8,047
-483
-6% -$31K 0.16% 47
2022
Q1 		$593K Sell
8,530
-9,883
-54% -$699K 0.18% 47
2021
Q4 		$1.37M Buy
18,413
+12
+0.1% +$902 0.45% 21
2021
Q3 		$1.37M Sell
18,401
-258
-1% -$19.6K 0.44% 24
2021
Q2 		$1.4M Buy
18,659
+10
+0.1% +$755 0.5% 21
2021
Q1 		$1.34M Sell
18,649
-214
-1% -$15.3K 0.5% 22
2020
Q4 		$1.3M Buy
18,863
+2,767
+17% +$179K 0.45% 21
2020
Q3 		$970K Sell
16,096
-626
-4% -$37.8K 0.36% 24
2020
Q2 		$956K Sell
16,722
-12,596
-43% -$683K 0.39% 22
2020
Q1 		$1.46M Buy
29,318
+27,957
+2,054% +$1.66M 0.66% 17
2019
Q4 		$89K Sell
1,361
-56
-4% -$3.55K 0.03% 133
2019
Q3 		$87K Buy
1,417
+240
+20% +$14.5K 0.04% 134
2019
Q2 		$72K Buy
1,177
+13
+1% +$796 0.03% 144
2019
Q1 		$71K Sell
1,164
-30,129
-96% -$1.78M 0.03% 145
2018
Q4 		$1.72M Buy
31,293
+28,013
+854% +$1.64M 0.81% 16
2018
Q3 		$210K Buy
+3,280
New +$209K 0.1% 79
2016
Q1 		– Sell
-475
Closed -$25K – 692
2015
Q4 		$25K Buy
+475
New +$26.4K 0.02% 185

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Burt Wealth Advisors's IEFA Position: Q3 2025 in Review

Burt Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2025 at 4,785 shares worth $418K. The position accounts for 0.1% of the portfolio, ranked #80.

Burt Wealth Advisors first reported a position in IEFA in Q4 2015 and has held it in 30 quarters since. The position peaked at $1.72M in Q4 2018. 2,133 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

  • Burt Wealth Advisors held 4,785 shares of iShares Core MSCI EAFE ETF worth $418K as of Q3 2025.
  • Burt Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2025.
  • iShares Core MSCI EAFE ETF made up 0.1% of Burt Wealth Advisors's portfolio in Q3 2025, its #80 holding.
  • Burt Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 30 quarters since.
  • Burt Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.72M in Q4 2018.
  • 2,133 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.