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

DGS Capital 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 		$413K Buy
4,567
+258
+6% +$24.1K 0.07% 291
2025
Q4 		$385K Hold
4,309
– – 0.07% 258
2025
Q3 		$376K Buy
4,309
+175
+4% +$14.9K 0.07% 230
2025
Q2 		$345K Buy
+4,134
New +$328K 0.07% 220

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

DGS Capital Management's IEFA Position: Q1 2026 in Review

DGS Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q1 2026, buying an estimated $24.1K and bringing the position to 4,567 shares worth $413K. The position accounts for 0.07% of the portfolio, ranked #291.

DGS Capital Management first reported a position in IEFA in Q2 2025 and has held it in 4 quarters since. 2,411 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • DGS Capital Management held 4,567 shares of iShares Core MSCI EAFE ETF worth $413K as of Q1 2026.
  • DGS Capital Management bought 258 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $24.1K.
  • iShares Core MSCI EAFE ETF made up 0.07% of DGS Capital Management's portfolio in Q1 2026, its #291 holding.
  • DGS Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
  • 2,411 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on DGS Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.