EFM
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Eley Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Eley Financial 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 		$4.94M Buy
54,607
+1,475
+3% +$138K 1.78% 23
2025
Q4 		$4.75M Buy
53,132
+1,564
+3% +$138K 1.71% 20
2025
Q3 		$4.5M Buy
51,568
+249
+0.5% +$21.2K 1.62% 23
2025
Q2 		$4.28M Buy
51,319
+1,306
+3% +$104K 1.64% 22
2025
Q1 		$3.79M Buy
50,013
+589
+1% +$44K 1.52% 27
2024
Q4 		$3.47M Buy
49,424
+116
+0.2% +$8.56K 1.35% 27
2024
Q3 		$3.85M Sell
49,308
-734
-1% -$54.9K 1.55% 24
2024
Q2 		$3.64M Sell
50,042
-129
-0.3% -$9.49K 1.54% 24
2024
Q1 		$3.72M Sell
50,171
-235
-0.5% -$16.7K 1.6% 25
2023
Q4 		$3.55M Buy
50,406
+978
+2% +$64.5K 1.66% 22
2023
Q3 		$3.19M Buy
49,428
+112
+0.2% +$7.5K 1.63% 21
2023
Q2 		$3.33M Buy
49,316
+956
+2% +$64.8K 1.62% 18
2023
Q1 		$3.23M Sell
48,360
-266
-0.5% -$17.4K 1.67% 18
2022
Q4 		$3M Buy
+48,626
New +$2.86M 1.61% 20

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

Eley Financial Management's IEFA Position: Q1 2026 in Review

Eley Financial Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q1 2026, buying an estimated $138K and bringing the position to 54,607 shares worth $4.94M. The position accounts for 1.78% of the portfolio, ranked #23.

Eley Financial Management first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Eley Financial Management held 54,607 shares of iShares Core MSCI EAFE ETF worth $4.94M as of Q1 2026.
  • Eley Financial Management bought 1,475 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $138K.
  • iShares Core MSCI EAFE ETF made up 1.78% of Eley Financial Management's portfolio in Q1 2026, its #23 holding.
  • Eley Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Eley Financial Management's 13F filing for Q1 2026, filed 15 May 2026.