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

Evelyn Partners 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	$206K	Buy	2,271 +1,470	+184%	+$137K	0.05%	107
2025 Q4	$71.7K	Hold	801	–	–	0.02%	139
2025 Q3	$69.9K	Hold	801	–	–	0.02%	136
2025 Q2	$66.9K	Hold	801	–	–	0.02%	124
2025 Q1	$60.6K	Hold	801	–	–	0.02%	131
2024 Q4	$56.3K	Buy	+801	New	+$59.1K	0.02%	130

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Evelyn Partners Asset Management's IEFA Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 184% in Q1 2026, buying an estimated $137K and bringing the position to 2,271 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #107.

Evelyn Partners Asset Management first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Evelyn Partners Asset Management held 2,271 shares of iShares Core MSCI EAFE ETF worth $206K as of Q1 2026.
Evelyn Partners Asset Management bought 1,470 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $137K.
iShares Core MSCI EAFE ETF made up 0.05% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #107 holding.
Evelyn Partners Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.