Elk River Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Elk River Wealth 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
2025 Q1	–	Sell	-3,224	Closed	-$227K	–	101
2024 Q4	$227K	Buy	+3,224	New	+$238K	0.04%	92
2024 Q2	–	Sell	-3,553	Closed	-$264K	–	95
2024 Q1	$264K	Sell	3,553 -8,860	-71%	-$631K	0.05%	85
2023 Q4	$873K	Buy	12,413 +3,625	+41%	+$239K	0.17%	58
2023 Q3	$566K	Sell	8,788 -38	-0.4%	-$2.54K	0.13%	64
2023 Q2	$596K	Buy	8,826 +184	+2%	+$12.5K	0.13%	66
2023 Q1	$578K	Buy	8,642 +1,037	+14%	+$68K	0.13%	66
2022 Q4	$469K	Buy	7,605 +1,601	+27%	+$94.2K	0.11%	80
2022 Q3	$316K	Sell	6,004 -153,104	-96%	-$9M	0.08%	87
2022 Q2	$9.36M	Sell	159,108 -1,606	-1%	-$103K	2.37%	9
2022 Q1	$11.2M	Buy	160,714 +17,122	+12%	+$1.21M	2.44%	10
2021 Q4	$10.7M	Buy	143,592 +12,267	+9%	+$922K	2.43%	9
2021 Q3	$9.75M	Buy	131,325 +14,213	+12%	+$1.08M	2.47%	9
2021 Q2	$8.77M	Buy	117,112 +13,502	+13%	+$1.02M	2.27%	10
2021 Q1	$7.46M	Buy	103,610 +37,672	+57%	+$2.69M	2.13%	11
2020 Q4	$4.56M	Buy	+65,938	New	+$4.26M	1.51%	19

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Elk River Wealth Management's IEFA Position: Q1 2025 in Review

Elk River Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 3,224 shares — an estimated $227K sold.

Elk River Wealth Management first reported a position in IEFA in Q4 2020 and held it in 15 quarters. The position peaked at $11.2M in Q1 2022. 2,036 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

Elk River Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Elk River Wealth Management sold 3,224 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $227K.
Elk River Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 15 quarters.
Elk River Wealth Management's iShares Core MSCI EAFE ETF position peaked at $11.2M in Q1 2022.
2,036 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Elk River Wealth Management's 13F filing for Q1 2025, filed 11 Apr 2025.