EWM
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EPG Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EPG 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
2026
Q1 		$556K Sell
6,139
-9
-0.1% -$840 0.15% 140
2025
Q4 		$550K Buy
6,148
+6
+0.1% +$531 0.15% 140
2025
Q3 		$536K Sell
6,142
-98
-2% -$8.33K 0.15% 140
2025
Q2 		$521K Buy
6,240
+6
+0.1% +$476 0.16% 140
2025
Q1 		$472K Hold
6,234
– – 0.13% 167
2024
Q4 		$438K Sell
6,234
-1,372
-18% -$101K 0.12% 170
2024
Q3 		$594K Buy
+7,606
New +$569K 0.15% 150
2024
Q2 		– Sell
-12,233
Closed -$900K – 123
2024
Q1 		$908K Buy
12,233
+244
+2% +$17.4K 0.22% 117
2023
Q4 		$829K Sell
11,989
-145
-1% -$9.56K 0.22% 122
2023
Q3 		$781K Sell
12,134
-159
-1% -$10.6K 0.24% 109
2023
Q2 		$830K Buy
12,293
+98
+0.8% +$6.65K 0.25% 102
2023
Q1 		$815K Buy
12,195
+734
+6% +$48.1K 0.26% 92
2022
Q4 		$706K Buy
11,461
+3,415
+42% +$201K 0.27% 86
2022
Q3 		$424K Sell
8,046
-319
-4% -$18.8K 0.17% 117
2022
Q2 		$492K Sell
8,365
-533
-6% -$34.2K 0.21% 104
2022
Q1 		$618K Buy
8,898
+1,066
+14% +$75.4K 0.21% 96
2021
Q4 		$585K Buy
7,832
+375
+5% +$28.2K 0.21% 101
2021
Q3 		$554K Buy
7,457
+59
+0.8% +$4.49K 0.22% 95
2021
Q2 		$554K Buy
7,398
+200
+3% +$15.1K 0.24% 97
2021
Q1 		$519K Buy
+7,198
New +$514K 0.25% 91
2020
Q2 		– Sell
-894
Closed -$45K – 423
2020
Q1 		$45K Sell
894
-73
-8% -$4.34K 0.03% 291
2019
Q4 		$63K Buy
+967
New +$61.3K 0.05% 204

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

EPG Wealth Management's IEFA Position: Q1 2026 in Review

EPG Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.15% in Q1 2026, selling an estimated $840 and leaving 6,139 shares worth $556K. The position accounts for 0.15% of the portfolio, ranked #140.

EPG Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 22 quarters since. The position peaked at $908K in Q1 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • EPG Wealth Management held 6,139 shares of iShares Core MSCI EAFE ETF worth $556K as of Q1 2026.
  • EPG Wealth Management sold 9 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $840.
  • iShares Core MSCI EAFE ETF made up 0.15% of EPG Wealth Management's portfolio in Q1 2026, its #140 holding.
  • EPG Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
  • EPG Wealth Management's iShares Core MSCI EAFE ETF position peaked at $908K in Q1 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.