EFS
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Essex Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Essex Financial Services’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 		$3.73M Buy
41,183
+4,571
+12% +$427K 0.21% 106
2025
Q4 		$3.28M Buy
36,612
+2,639
+8% +$233K 0.19% 115
2025
Q3 		$2.97M Sell
33,973
-2,644
-7% -$225K 0.18% 122
2025
Q2 		$3.06M Buy
36,617
+3,709
+11% +$294K 0.2% 113
2025
Q1 		$2.49M Sell
32,908
-8,001
-20% -$598K 0.18% 117
2024
Q4 		$2.88M Buy
40,909
+13,338
+48% +$984K 0.2% 107
2024
Q3 		$2.07M Buy
27,571
+5,696
+26% +$426K 0.15% 130
2024
Q2 		$1.57M Buy
21,875
+12,907
+144% +$950K 0.12% 171
2024
Q1 		$666K Sell
8,968
-467
-5% -$33.2K 0.06% 274
2023
Q4 		$664K Sell
9,435
-339
-3% -$22.3K 0.07% 252
2023
Q3 		$629K Buy
9,774
+2,253
+30% +$151K 0.07% 245
2023
Q2 		$508K Buy
7,521
+1
+0% +$68 0.06% 275
2023
Q1 		$503K Buy
7,520
+248
+3% +$16.3K 0.05% 283
2022
Q4 		$448K Sell
7,272
-900
-11% -$53K 0.05% 298
2022
Q3 		$430K Buy
8,172
+765
+10% +$45K 0.05% 278
2022
Q2 		$436K Sell
7,407
-995
-12% -$63.8K 0.05% 290
2022
Q1 		$584K Sell
8,402
-2,629
-24% -$186K 0.06% 267
2021
Q4 		$823K Sell
11,031
-340
-3% -$25.6K 0.08% 224
2021
Q3 		$844K Buy
11,371
+2,963
+35% +$225K 0.1% 203
2021
Q2 		$606K Hold
8,408
– – 0.09% 214
2021
Q1 		$606K Buy
8,408
+139
+2% +$9.93K 0.11% 180
2020
Q4 		$571K Sell
8,269
-923
-10% -$59.7K 0.11% 172
2020
Q3 		$554K Buy
9,192
+1,516
+20% +$91.4K 0.14% 144
2020
Q2 		$439K Sell
7,676
-4,038
-34% -$219K 0.14% 143
2020
Q1 		$584K Buy
+11,714
New +$697K 0.21% 108
2018
Q2 		– Sell
-34,397
Closed -$2.27M – 307
2018
Q1 		$2.27M Buy
+34,397
New +$2.31M 0.44% 57
2017
Q3 		– Sell
-22,170
Closed -$1.35M – 306
2017
Q2 		$1.35M Buy
22,170
+10,973
+98% +$662K 0.28% 92
2017
Q1 		$649K Buy
+11,197
New +$629K 0.15% 151

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

Essex Financial Services's IEFA Position: Q1 2026 in Review

Essex Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, buying an estimated $427K and bringing the position to 41,183 shares worth $3.73M. The position accounts for 0.21% of the portfolio, ranked #106.

Essex Financial Services first reported a position in IEFA in Q1 2017 and has held it in 28 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Essex Financial Services held 41,183 shares of iShares Core MSCI EAFE ETF worth $3.73M as of Q1 2026.
  • Essex Financial Services bought 4,571 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $427K.
  • iShares Core MSCI EAFE ETF made up 0.21% of Essex Financial Services's portfolio in Q1 2026, its #106 holding.
  • Essex Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2017 and has held it in 28 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.