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

Correct Capital 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	$288K	Sell	3,180 -173	-5%	-$16.1K	0.05%	94
2025 Q4	$300K	Buy	3,353 +173	+5%	+$15.3K	0.06%	95
2025 Q3	$278K	Hold	3,180	–	–	0.05%	102
2025 Q2	$265K	Hold	3,180	–	–	0.04%	102
2025 Q1	$241K	Hold	3,180	–	–	0.04%	105
2024 Q4	$223K	Hold	3,180	–	–	0.04%	108
2024 Q3	$248K	Hold	3,180	–	–	0.05%	106
2024 Q2	$231K	Hold	3,180	–	–	0.05%	110
2024 Q1	$236K	Hold	3,180	–	–	0.05%	125
2023 Q4	$224K	Buy	+3,180	New	+$210K	0.06%	115

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

Correct Capital Wealth Management's IEFA Position: Q1 2026 in Review

Correct Capital Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.2% in Q1 2026, selling an estimated $16.1K and leaving 3,180 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #94.

Correct Capital Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $300K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Correct Capital Wealth Management held 3,180 shares of iShares Core MSCI EAFE ETF worth $288K as of Q1 2026.
Correct Capital Wealth Management sold 173 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $16.1K.
iShares Core MSCI EAFE ETF made up 0.05% of Correct Capital Wealth Management's portfolio in Q1 2026, its #94 holding.
Correct Capital Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Correct Capital Wealth Management's iShares Core MSCI EAFE ETF position peaked at $300K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Correct Capital Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.