EW
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Element Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Element Wealth’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 		$4.49M Buy
49,651
+2,445
+5% +$228K 1.86% 10
2025
Q4 		$4.22M Sell
47,206
-1,031
-2% -$91.2K 1.74% 13
2025
Q3 		$4.21M Sell
48,237
-3,557
-7% -$302K 1.83% 13
2025
Q2 		$4.32M Buy
51,794
+128
+0.2% +$10.2K 1.99% 10
2025
Q1 		$3.91M Sell
51,666
-698
-1% -$52.2K 2.1% 10
2024
Q4 		$3.68M Buy
52,364
+1,710
+3% +$126K 1.92% 11
2024
Q3 		$3.95M Sell
50,654
-360
-0.7% -$26.9K 2.09% 9
2024
Q2 		$3.71M Sell
51,014
-1,182
-2% -$87K 2.09% 10
2024
Q1 		$3.87M Buy
52,196
+104
+0.2% +$7.4K 2.27% 9
2023
Q4 		$3.66M Sell
52,092
-3,166
-6% -$209K 2.29% 9
2023
Q3 		$3.56M Buy
55,258
+307
+0.6% +$20.6K 2.56% 7
2023
Q2 		$3.71M Sell
54,951
-1,781
-3% -$121K 2.58% 8
2023
Q1 		$3.79M Sell
56,732
-1,718
-3% -$113K 2.83% 7
2022
Q4 		$3.6M Sell
58,450
-2,118
-3% -$125K 2.95% 7
2022
Q3 		$3.19M Buy
60,568
+1,670
+3% +$98.2K 2.94% 8
2022
Q2 		$3.47M Buy
58,898
+96
+0.2% +$6.16K 3.45% 6
2022
Q1 		$4.09M Sell
58,802
-38,243
-39% -$2.71M 3.29% 8
2021
Q4 		$7.24M Sell
97,045
-17,104
-15% -$1.29M 5.47% 3
2021
Q3 		$8.48M Buy
114,149
+2,798
+3% +$213K 6.76% 2
2021
Q2 		$8.34M Buy
111,351
+3,447
+3% +$260K 6.51% 2
2021
Q1 		$7.78M Buy
107,904
+16,549
+18% +$1.18M 6.46% 2
2020
Q4 		$6.31M Buy
91,355
+1,611
+2% +$104K 5.84% 4
2020
Q3 		$5.41M Sell
89,744
-1,999
-2% -$121K 5.78% 3
2020
Q2 		$5.24M Sell
91,743
-798
-0.9% -$43.2K 6.02% 3
2020
Q1 		$4.62M Buy
92,541
+5,464
+6% +$325K 6.38% 3
2019
Q4 		$5.68M Buy
+87,077
New +$5.52M 5.82% 3

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

Element Wealth's IEFA Position: Q1 2026 in Review

Element Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.2% in Q1 2026, buying an estimated $228K and bringing the position to 49,651 shares worth $4.49M. The position accounts for 1.86% of the portfolio, ranked #10.

Element Wealth first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $8.48M in Q3 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Element Wealth held 49,651 shares of iShares Core MSCI EAFE ETF worth $4.49M as of Q1 2026.
  • Element Wealth bought 2,445 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $228K.
  • iShares Core MSCI EAFE ETF made up 1.86% of Element Wealth's portfolio in Q1 2026, its #10 holding.
  • Element Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Element Wealth's iShares Core MSCI EAFE ETF position peaked at $8.48M in Q3 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Element Wealth's 13F filing for Q1 2026, filed 4 May 2026.