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CFO4Life Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

CFO4Life Group’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 		$34.3M Sell
379,195
-6,291
-2% -$587K 5.23% 3
2025
Q4 		$34.5M Buy
385,486
+48
+0% +$4.25K 4.92% 4
2025
Q3 		$33.7M Buy
385,438
+11,448
+3% +$973K 4.89% 4
2025
Q2 		$31.2M Buy
373,990
+40,481
+12% +$3.21M 4.88% 5
2025
Q1 		$25.2M Buy
333,509
+324,281
+3,514% +$24.2M 4.25% 6
2024
Q4 		$649K Buy
9,228
+429
+5% +$31.6K 0.11% 101
2024
Q3 		$687K Buy
8,799
+1,589
+22% +$119K 0.12% 99
2024
Q2 		$524K Hold
7,210
– – 0.1% 111
2024
Q1 		$535K Buy
7,210
+54
+0.8% +$3.84K 0.1% 108
2023
Q4 		$503K Buy
7,156
+85
+1% +$5.6K 0.1% 110
2023
Q3 		$455K Buy
7,071
+372
+6% +$24.9K 0.11% 103
2023
Q2 		$452K Buy
+6,699
New +$454K 0.1% 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

CFO4Life Group's IEFA Position: Q1 2026 in Review

CFO4Life Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q1 2026, selling an estimated $587K and leaving 379,195 shares worth $34.3M. The position accounts for 5.23% of the portfolio, ranked #3.

CFO4Life Group first reported a position in IEFA in Q2 2023 and has held it in 12 quarters since. The position peaked at $34.5M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • CFO4Life Group held 379,195 shares of iShares Core MSCI EAFE ETF worth $34.3M as of Q1 2026.
  • CFO4Life Group sold 6,291 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $587K.
  • iShares Core MSCI EAFE ETF made up 5.23% of CFO4Life Group's portfolio in Q1 2026, its #3 holding.
  • CFO4Life Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
  • CFO4Life Group's iShares Core MSCI EAFE ETF position peaked at $34.5M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.