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

Chicago 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 		$562K Hold
6,204
– – 0.22% 43
2025
Q4 		$555K Buy
6,204
+63
+1% +$5.57K 0.22% 43
2025
Q3 		$536K Sell
6,141
-30
-0.5% -$2.55K 0.23% 38
2025
Q2 		$515K Hold
6,171
– – 0.25% 38
2025
Q1 		$467K Buy
6,171
+306
+5% +$22.9K 0.24% 39
2024
Q4 		$412K Sell
5,865
-1,653
-22% -$122K 0.21% 40
2024
Q3 		$587K Buy
7,518
+41
+0.5% +$3.07K 0.31% 36
2024
Q2 		$543K Buy
7,477
+82
+1% +$6.03K 0.31% 35
2024
Q1 		$549K Sell
7,395
-121
-2% -$8.61K 0.33% 34
2023
Q4 		$529K Sell
7,516
-130,132
-95% -$8.58M 0.36% 29
2023
Q3 		$8.86M Sell
137,648
-1,153
-0.8% -$77.2K 6.98% 3
2023
Q2 		$9.37M Buy
138,801
+2,618
+2% +$178K 7.14% 3
2023
Q1 		$9.1M Buy
136,183
+125,661
+1,194% +$8.24M 7.23% 4
2022
Q4 		$649K Hold
10,522
– – 0.56% 23
2022
Q3 		$554K Sell
10,522
-2,110
-17% -$124K 0.53% 20
2022
Q2 		$743K Hold
12,632
– – 0.66% 18
2022
Q1 		$878K Sell
12,632
-227,543
-95% -$16.1M 0.59% 27
2021
Q4 		$17.9M Buy
240,175
+3,876
+2% +$291K 12.02% 1
2021
Q3 		$17.5M Buy
236,299
+5,040
+2% +$383K 12.79% 1
2021
Q2 		$17.3M Buy
231,259
+13,473
+6% +$1.02M 12.45% 1
2021
Q1 		$15.7M Buy
217,786
+9,432
+5% +$674K 12.47% 1
2020
Q4 		$14.4M Buy
208,354
+3,509
+2% +$227K 13.32% 1
2020
Q3 		$12.3M Buy
204,845
+5,857
+3% +$353K 13.96% 1
2020
Q2 		$11.4M Buy
+198,988
New +$10.8M 13.9% 1
2020
Q1 		– Sell
-66,756
Closed -$4.36M – 15
2019
Q4 		$4.36M Buy
+66,756
New +$4.23M 4.19% 12

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

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

Chicago Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 6,204 shares worth $562K. The position accounts for 0.22% of the portfolio, ranked #43.

Chicago Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $17.9M in Q4 2021. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Chicago Wealth Management held 6,204 shares of iShares Core MSCI EAFE ETF worth $562K as of Q1 2026.
  • Chicago Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.22% of Chicago Wealth Management's portfolio in Q1 2026, its #43 holding.
  • Chicago Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • Chicago Wealth Management's iShares Core MSCI EAFE ETF position peaked at $17.9M in Q4 2021.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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