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Droms Strauss Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Droms Strauss Advisors’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 		$2.02M Sell
22,353
-82
-0.4% -$7.65K 0.53% 32
2025
Q4 		$2.01M Buy
22,435
+981
+5% +$86.7K 0.53% 31
2025
Q3 		$1.87M Buy
21,454
+442
+2% +$37.6K 0.54% 31
2025
Q2 		$1.75M Buy
21,012
+2,970
+16% +$236K 0.54% 31
2025
Q1 		$1.36M Sell
18,042
-1,786
-9% -$134K 0.47% 30
2024
Q4 		$1.39M Sell
19,828
-602
-3% -$44.4K 0.45% 31
2024
Q3 		$1.59M Buy
20,430
+1,139
+6% +$85.3K 0.56% 26
2024
Q2 		$1.4M Buy
19,291
+1,286
+7% +$94.6K 0.51% 27
2024
Q1 		$1.34M Sell
18,005
-320
-2% -$22.8K 0.49% 28
2023
Q4 		$1.29M Buy
18,325
+171
+0.9% +$11.3K 0.5% 35
2023
Q3 		$1.17M Buy
18,154
+452
+3% +$30.3K 0.5% 30
2023
Q2 		$1.18M Buy
17,702
+412
+2% +$27.9K 0.49% 30
2023
Q1 		$1.16M Buy
17,290
+497
+3% +$32.6K 0.52% 28
2022
Q4 		$1.03M Buy
16,793
+5,159
+44% +$304K 0.47% 32
2022
Q3 		$613K Sell
11,634
-580
-5% -$34.1K 0.3% 38
2022
Q2 		$719K Sell
12,214
-260
-2% -$16.7K 0.36% 31
2022
Q1 		$885K Sell
12,474
-3,237
-21% -$229K 0.44% 20
2021
Q4 		$1.17M Buy
15,711
+2,331
+17% +$175K 0.52% 20
2021
Q3 		$998K Buy
13,380
+2,241
+20% +$170K 0.48% 22
2021
Q2 		$842K Buy
11,139
+1,019
+10% +$76.9K 0.4% 24
2021
Q1 		$733K Sell
10,120
-290
-3% -$20.7K 0.36% 25
2020
Q4 		$712K Buy
10,410
+823
+9% +$53.2K 0.41% 20
2020
Q3 		$578K Buy
9,587
+2,136
+29% +$129K 0.34% 27
2020
Q2 		$424K Buy
+7,451
New +$404K 0.29% 26

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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

Droms Strauss Advisors's IEFA Position: Q1 2026 in Review

Droms Strauss Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.37% in Q1 2026, selling an estimated $7.65K and leaving 22,353 shares worth $2.02M. The position accounts for 0.53% of the portfolio, ranked #32.

Droms Strauss Advisors first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Droms Strauss Advisors held 22,353 shares of iShares Core MSCI EAFE ETF worth $2.02M as of Q1 2026.
  • Droms Strauss Advisors sold 82 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.65K.
  • iShares Core MSCI EAFE ETF made up 0.53% of Droms Strauss Advisors's portfolio in Q1 2026, its #32 holding.
  • Droms Strauss Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Droms Strauss Advisors's 13F filing for Q1 2026, filed 1 May 2026.