Empirical Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Empirical Asset 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	$1.77M	Sell	19,541 -67	-0.3%	-$6.25K	0.47%	43
2025 Q4	$1.75M	Sell	19,608 -2,112	-10%	-$187K	0.49%	46
2025 Q3	$1.9M	Buy	21,720 +266	+1%	+$22.6K	0.53%	33
2025 Q2	$1.79M	Buy	21,454 +31	+0.1%	+$2.46K	0.55%	38
2025 Q1	$1.62M	Sell	21,423 -114,047	-84%	-$8.53M	0.55%	38
2024 Q4	$1.69M	Buy	135,470 +113,228	+509%	+$8.35M	0.56%	37
2024 Q3	$1.74M	Sell	22,242 -28	-0.1%	-$2.1K	0.62%	36
2024 Q2	$1.62M	Buy	22,270 +14,899	+202%	+$1.1M	0.61%	30
2024 Q1	$547K	Buy	7,371 +578	+9%	+$41.1K	0.26%	100
2023 Q4	$478K	Sell	6,793 -17	-0.2%	-$1.12K	0.39%	92
2023 Q3	$438K	Sell	6,810 -45	-0.7%	-$3.01K	0.38%	95
2023 Q2	$463K	Sell	6,855 -348	-5%	-$23.6K	0.41%	86
2023 Q1	$482K	Buy	7,203 +30	+0.4%	+$1.97K	0.46%	78
2022 Q4	$442K	Sell	7,173 -60	-0.8%	-$3.53K	0.47%	89
2022 Q3	$381K	Buy	7,233 +71	+1%	+$4.17K	0.42%	96
2022 Q2	$422K	Buy	7,162 +3	+0%	+$192	0.44%	80
2022 Q1	$498K	Buy	7,159 +136	+2%	+$9.62K	0.47%	77
2021 Q4	$524K	Buy	+7,023	New	+$528K	0.51%	72

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

Empirical Asset Management's IEFA Position: Q1 2026 in Review

Empirical Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.34% in Q1 2026, selling an estimated $6.25K and leaving 19,541 shares worth $1.77M. The position accounts for 0.47% of the portfolio, ranked #43.

Empirical Asset Management first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.9M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Empirical Asset Management held 19,541 shares of iShares Core MSCI EAFE ETF worth $1.77M as of Q1 2026.
Empirical Asset Management sold 67 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $6.25K.
iShares Core MSCI EAFE ETF made up 0.47% of Empirical Asset Management's portfolio in Q1 2026, its #43 holding.
Empirical Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
Empirical Asset Management's iShares Core MSCI EAFE ETF position peaked at $1.9M in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Empirical Asset Management's 13F filing for Q1 2026, filed 11 May 2026.