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Confluence Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Confluence Investment 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 		– Sell
-3,164
Closed -$283K – 298
2025
Q4 		$283K Buy
+3,164
New +$280K ﹤0.01% 267
2025
Q1 		– Sell
-4,043
Closed -$284K – 306
2024
Q4 		$284K Buy
+4,043
New +$298K ﹤0.01% 274
2024
Q1 		– Sell
-5,386
Closed -$379K – 305
2023
Q4 		$379K Buy
+5,386
New +$355K 0.01% 262

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Confluence Investment Management's IEFA Position: Q1 2026 in Review

Confluence Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 3,164 shares — an estimated $283K sold.

Confluence Investment Management first reported a position in IEFA in Q4 2023 and held it in 3 quarters. The position peaked at $379K in Q4 2023. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Confluence Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Confluence Investment Management sold 3,164 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $283K.
  • Confluence Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 3 quarters.
  • Confluence Investment Management's iShares Core MSCI EAFE ETF position peaked at $379K in Q4 2023.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Confluence Investment Management's 13F filing for Q1 2026, filed 1 Apr 2026.