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

Encompass Wealth 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	$25.2M	Buy	278,148 +3,695	+1%	+$345K	8.76%	3
2025 Q4	$24.6M	Buy	274,453 +10,705	+4%	+$947K	8.35%	3
2025 Q3	$23M	Buy	263,748 +5,911	+2%	+$502K	7.84%	3
2025 Q2	$21.5M	Buy	257,837 +10,424	+4%	+$827K	7.89%	3
2025 Q1	$18.7M	Buy	247,413 +13,579	+6%	+$1.02M	7.62%	3
2024 Q4	$16.4M	Buy	233,834 +13,952	+6%	+$1.03M	6.64%	3
2024 Q3	$17.2M	Buy	219,882 +4,168	+2%	+$312K	4.29%	3
2024 Q2	$15.7M	Buy	215,714 +3,204	+2%	+$236K	4.15%	3
2024 Q1	$15.8M	Buy	212,510 +2,848	+1%	+$203K	4.19%	3
2023 Q4	$14.7M	Buy	209,662 +10,146	+5%	+$669K	4.42%	3
2023 Q3	$12.8M	Buy	199,516 +9,854	+5%	+$660K	4.27%	3
2023 Q2	$12.8M	Buy	189,662 +1,937	+1%	+$131K	4.16%	3
2023 Q1	$12.5M	Buy	187,725 +759	+0.4%	+$49.8K	4.27%	3
2022 Q4	$11.5M	Sell	186,966 -7,438	-4%	-$438K	4.2%	4
2022 Q3	$10.2M	Sell	194,404 -7,282	-4%	-$428K	3.89%	4
2022 Q2	$11.9M	Sell	201,686 -49,819	-20%	-$3.2M	4.2%	4
2022 Q1	$17.5M	Buy	251,505 +652	+0.3%	+$46.1K	4.41%	3
2021 Q4	$18.7M	Buy	250,853 +28,199	+13%	+$2.12M	4.55%	3
2021 Q3	$16.5M	Buy	222,654 +2,163	+1%	+$165K	4.31%	3
2021 Q2	$16.5M	Sell	220,491 -9,533	-4%	-$720K	4.06%	3
2021 Q1	$16.9M	Buy	230,024 +76,595	+50%	+$5.47M	4.3%	3
2020 Q4	$10.6M	Buy	+153,429	New	+$9.92M	6.1%	3

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

Encompass Wealth Advisors's IEFA Position: Q1 2026 in Review

Encompass Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.3% in Q1 2026, buying an estimated $345K and bringing the position to 278,148 shares worth $25.2M. The position accounts for 8.76% of the portfolio, ranked #3.

Encompass Wealth Advisors first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Encompass Wealth Advisors held 278,148 shares of iShares Core MSCI EAFE ETF worth $25.2M as of Q1 2026.
Encompass Wealth Advisors bought 3,695 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $345K.
iShares Core MSCI EAFE ETF made up 8.76% of Encompass Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Encompass Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Encompass Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.