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

Denver 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 		– Sell
-2,800
Closed -$250K – 105
2025
Q4 		$250K Buy
+2,800
New +$248K 0.09% 80

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UBS Group
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Envestnet Asset Management
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Denver Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 2,800 shares — an estimated $250K sold.

Denver Wealth Management first reported a position in IEFA in Q4 2025 and held it in 1 quarter. The position peaked at $250K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Denver Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Denver Wealth Management sold 2,800 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $250K.
  • Denver Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • Denver Wealth Management's iShares Core MSCI EAFE ETF position peaked at $250K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.