Delap Wealth Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Delap Wealth Advisory’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	-5,211	Closed	-$466K	–	92
2025 Q4	$466K	Buy	+5,211	New	+$461K	0.18%	58
2025 Q1	–	Sell	-4,171	Closed	-$293K	–	80
2024 Q4	$293K	Buy	+4,171	New	+$308K	0.18%	61
2024 Q1	–	Sell	-2,894	Closed	-$204K	–	265
2023 Q4	$204K	Buy	+2,894	New	+$191K	0.09%	94

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

Delap Wealth Advisory's IEFA Position: Q1 2026 in Review

Delap Wealth Advisory sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 5,211 shares — an estimated $466K sold.

Delap Wealth Advisory first reported a position in IEFA in Q4 2023 and held it in 3 quarters. The position peaked at $466K in Q4 2025. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Delap Wealth Advisory reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Delap Wealth Advisory sold 5,211 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $466K.
Delap Wealth Advisory first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 3 quarters.
Delap Wealth Advisory's iShares Core MSCI EAFE ETF position peaked at $466K in Q4 2025.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.