Edgestream Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Edgestream Partners’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	$550K	Sell	6,077 -2,920	-32%	-$273K	0.02%	726
2025 Q4	$805K	Sell	8,997 -2,788	-24%	-$247K	0.02%	733
2025 Q3	$1.03M	Buy	+11,785	New	+$1M	0.03%	624
2025 Q2	–	Sell	-4,612	Closed	-$349K	–	941
2025 Q1	$349K	Buy	4,612 +1,577	+52%	+$118K	0.01%	734
2024 Q4	$213K	Buy	+3,035	New	+$224K	0.01%	811
2024 Q2	–	Sell	-9,229	Closed	-$685K	–	937
2024 Q1	$685K	Buy	9,229 +4,701	+104%	+$335K	0.03%	586
2023 Q4	$319K	Buy	+4,528	New	+$298K	0.02%	708
2023 Q3	–	Sell	-4,416	Closed	-$298K	–	883
2023 Q2	$298K	Sell	4,416 -5,215	-54%	-$354K	0.03%	631
2023 Q1	$644K	Buy	+9,631	New	+$631K	0.07%	362

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

Edgestream Partners's IEFA Position: Q1 2026 in Review

Edgestream Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 32% in Q1 2026, selling an estimated $273K and leaving 6,077 shares worth $550K. The position accounts for 0.02% of the portfolio, ranked #726.

Edgestream Partners first reported a position in IEFA in Q1 2023 and has held it in 9 quarters since. The position peaked at $1.03M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Edgestream Partners held 6,077 shares of iShares Core MSCI EAFE ETF worth $550K as of Q1 2026.
Edgestream Partners sold 2,920 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $273K.
iShares Core MSCI EAFE ETF made up 0.02% of Edgestream Partners's portfolio in Q1 2026, its #726 holding.
Edgestream Partners first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 9 quarters since.
Edgestream Partners's iShares Core MSCI EAFE ETF position peaked at $1.03M in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.