Concurrent Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Concurrent Investment 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
2026 Q1	$64.1M	Buy	708,145 +204,965	+41%	+$19.1M	0.7%	20
2025 Q4	$45M	Buy	503,180 +78,438	+18%	+$6.94M	0.51%	29
2025 Q3	$37.1M	Buy	424,742 +23,979	+6%	+$2.04M	0.64%	27
2025 Q2	$33.5M	Buy	400,763 +54,795	+16%	+$4.35M	0.65%	26
2025 Q1	$26.2M	Sell	345,968 -77,753	-18%	-$5.81M	0.64%	26
2024 Q4	$29.8M	Sell	423,721 -26,151	-6%	-$1.93M	0.8%	23
2024 Q3	$35.1M	Buy	449,872 +23,967	+6%	+$1.79M	1.04%	13
2024 Q2	$30.9M	Buy	425,905 +67,614	+19%	+$4.98M	1.02%	14
2024 Q1	$26.6M	Buy	358,291 +9,929	+3%	+$707K	1.07%	13
2023 Q4	$24.5M	Buy	+348,362	New	+$23M	1.16%	11

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

Concurrent Investment Advisors's IEFA Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 41% in Q1 2026, buying an estimated $19.1M and bringing the position to 708,145 shares worth $64.1M. The position accounts for 0.7% of the portfolio, ranked #20.

Concurrent Investment Advisors first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Concurrent Investment Advisors held 708,145 shares of iShares Core MSCI EAFE ETF worth $64.1M as of Q1 2026.
Concurrent Investment Advisors bought 204,965 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $19.1M.
iShares Core MSCI EAFE ETF made up 0.7% of Concurrent Investment Advisors's portfolio in Q1 2026, its #20 holding.
Concurrent Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.