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

Emerald 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 		$3.79M Sell
41,832
-27,258
-39% -$2.54M 0.47% 13
2025
Q4 		$6.18M Sell
69,090
-31,881
-32% -$2.82M 0.84% 9
2025
Q3 		$8.82M Buy
100,971
+5,731
+6% +$487K 1.17% 6
2025
Q2 		$7.95M Sell
95,240
-4,941
-5% -$392K 1.02% 6
2025
Q1 		$7.58M Buy
100,181
+4,770
+5% +$357K 1.01% 5
2024
Q4 		$6.71M Buy
95,411
+4,679
+5% +$345K 0.92% 6
2024
Q3 		$6.93M Buy
90,732
+3,972
+5% +$297K 1% 5
2024
Q2 		$6.3M Buy
86,760
+4,444
+5% +$327K 0.96% 5
2024
Q1 		$6.11M Buy
82,316
+6,414
+8% +$457K 1.09% 5
2023
Q4 		$5.34M Buy
75,902
+3,213
+4% +$212K 1.02% 7
2023
Q3 		$4.68M Buy
72,689
+2,745
+4% +$184K 1.09% 7
2023
Q2 		$4.72M Buy
69,944
+4,693
+7% +$318K 1.13% 7
2023
Q1 		$4.36M Sell
65,251
-169
-0.3% -$11.1K 1.12% 7
2022
Q4 		$4.03M Sell
65,420
-4,419
-6% -$260K 1.12% 6
2022
Q3 		$3.68M Buy
69,839
+3,456
+5% +$203K 1.07% 5
2022
Q2 		$3.91M Buy
66,383
+17,979
+37% +$1.15M 1.09% 5
2022
Q1 		$3.37M Buy
48,404
+1,402
+3% +$99.2K 0.79% 10
2021
Q4 		$3.51M Buy
47,002
+2,395
+5% +$180K 0.85% 8
2021
Q3 		$3.31M Buy
44,607
+3,032
+7% +$231K 0.94% 8
2021
Q2 		$3.11M Buy
41,575
+5,358
+15% +$405K 0.97% 8
2021
Q1 		$2.61M Buy
36,217
+2,537
+8% +$181K 0.94% 9
2020
Q4 		$2.33M Buy
+33,680
New +$2.18M 0.8% 12
2020
Q1 		– Sell
-9,083
Closed -$580K – 86
2019
Q4 		$580K Buy
+9,083
New +$576K 0.55% 28

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

Emerald Advisors's IEFA Position: Q1 2026 in Review

Emerald Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 39% in Q1 2026, selling an estimated $2.54M and leaving 41,832 shares worth $3.79M. The position accounts for 0.47% of the portfolio, ranked #13.

Emerald Advisors first reported a position in IEFA in Q4 2019 and has held it in 23 quarters since. The position peaked at $8.82M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Emerald Advisors held 41,832 shares of iShares Core MSCI EAFE ETF worth $3.79M as of Q1 2026.
  • Emerald Advisors sold 27,258 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.54M.
  • iShares Core MSCI EAFE ETF made up 0.47% of Emerald Advisors's portfolio in Q1 2026, its #13 holding.
  • Emerald Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 23 quarters since.
  • Emerald Advisors's iShares Core MSCI EAFE ETF position peaked at $8.82M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Emerald Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.