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

Darwin 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	$68.4K	Buy	756 +247	+49%	+$23.1K	0.02%	200
2025 Q4	$45.6K	Sell	509 -1,207	-70%	-$107K	0.01%	223
2025 Q3	$150K	Buy	1,716 +1,325	+339%	+$113K	0.05%	145
2025 Q2	$32.7K	Buy	391 +7	+2%	+$556	0.01%	235
2025 Q1	$27K	Hold	384	–	–	0.01%	272
2024 Q4	$27K	Buy	384 +6	+2%	+$443	0.01%	272
2024 Q3	$29.5K	Buy	+378	New	+$28.3K	0.01%	274
2020 Q2	–	Sell	-619	Closed	-$30K	–	421
2020 Q1	$30K	Buy	+619	New	+$36.8K	0.01%	301

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

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

Darwin Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 49% in Q1 2026, buying an estimated $23.1K and bringing the position to 756 shares worth $68.4K. The position accounts for 0.02% of the portfolio, ranked #200.

Darwin Wealth Management first reported a position in IEFA in Q1 2020 and has held it in 8 quarters since. The position peaked at $150K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Darwin Wealth Management held 756 shares of iShares Core MSCI EAFE ETF worth $68.4K as of Q1 2026.
Darwin Wealth Management bought 247 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $23.1K.
iShares Core MSCI EAFE ETF made up 0.02% of Darwin Wealth Management's portfolio in Q1 2026, its #200 holding.
Darwin Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 8 quarters since.
Darwin Wealth Management's iShares Core MSCI EAFE ETF position peaked at $150K in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.