DecisionPoint Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

DecisionPoint Financial’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	$131K	Sell	1,446 -142	-9%	-$13.3K	0.03%	60
2025 Q4	$142K	Buy	1,588 +1,460	+1,141%	+$129K	0.03%	58
2025 Q3	$11.3K	Hold	128	–	–	﹤0.01%	135
2025 Q2	$10.7K	Hold	128	–	–	﹤0.01%	143
2025 Q1	$9.68K	Hold	128	–	–	﹤0.01%	159
2024 Q4	$9K	Hold	128	–	–	﹤0.01%	168
2024 Q3	$9.99K	Hold	128	–	–	﹤0.01%	159
2024 Q2	$9.57K	Hold	128	–	–	﹤0.01%	157
2024 Q1	$9.26K	Buy	128 +52	+68%	+$3.7K	﹤0.01%	164
2023 Q4	$5.35K	Hold	76	–	–	﹤0.01%	148
2023 Q3	$4.89K	Hold	76	–	–	﹤0.01%	158
2023 Q2	$5.13K	Buy	+76	New	+$5.15K	﹤0.01%	137
2023 Q1	–	Sell	-5	Closed	-$309	–	208
2022 Q4	$309	Buy	+5	New	+$294	﹤0.01%	171

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

DecisionPoint Financial's IEFA Position: Q1 2026 in Review

DecisionPoint Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.9% in Q1 2026, selling an estimated $13.3K and leaving 1,446 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #60.

DecisionPoint Financial first reported a position in IEFA in Q4 2022 and has held it in 13 quarters since. The position peaked at $142K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

DecisionPoint Financial held 1,446 shares of iShares Core MSCI EAFE ETF worth $131K as of Q1 2026.
DecisionPoint Financial sold 142 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $13.3K.
iShares Core MSCI EAFE ETF made up 0.03% of DecisionPoint Financial's portfolio in Q1 2026, its #60 holding.
DecisionPoint Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 13 quarters since.
DecisionPoint Financial's iShares Core MSCI EAFE ETF position peaked at $142K in Q4 2025.
2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.