EK
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Evensky & Katz’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Evensky & Katz’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 		$1.09M Sell
12,027
-705
-6% -$65.8K 0.06% 51
2025
Q4 		$1.14M Buy
12,732
+1,994
+19% +$176K 0.06% 50
2025
Q3 		$938K Sell
10,738
-756
-7% -$64.2K 0.05% 53
2025
Q2 		$960K Sell
11,494
-139
-1% -$11K 0.06% 51
2025
Q1 		$880K Sell
11,633
-568
-5% -$42.5K 0.06% 53
2024
Q4 		$857K Sell
12,201
-700
-5% -$51.6K 0.06% 54
2024
Q3 		$1.01M Sell
12,901
-1,000
-7% -$74.9K 0.07% 53
2024
Q2 		$1.01M Sell
13,901
-139
-1% -$10.2K 0.07% 52
2024
Q1 		$1.04M Sell
14,040
-193
-1% -$13.7K 0.07% 51
2023
Q4 		$1M Sell
14,233
-128
-0.9% -$8.44K 0.08% 53
2023
Q3 		$924K Hold
14,361
– – 0.08% 49
2023
Q2 		$969K Buy
14,361
+279
+2% +$18.9K 0.07% 53
2023
Q1 		$941K Sell
14,082
-705
-5% -$46.2K 0.08% 52
2022
Q4 		$911K Sell
14,787
-995
-6% -$58.6K 0.08% 54
2022
Q3 		$831K Sell
15,782
-745
-5% -$43.8K 0.1% 50
2022
Q2 		$973K Buy
16,527
+78
+0.5% +$5K 0.11% 48
2022
Q1 		$1.14M Buy
16,449
+1,786
+12% +$126K 0.11% 43
2021
Q4 		$1.09M Buy
14,663
+220
+2% +$16.5K 0.11% 46
2021
Q3 		$1.07M Sell
14,443
-72
-0.5% -$5.48K 0.11% 40
2021
Q2 		$1.09M Sell
14,515
-52
-0.4% -$3.93K 0.11% 40
2021
Q1 		$1.05M Sell
14,567
-438
-3% -$31.3K 0.12% 42
2020
Q4 		$1.04M Sell
15,005
-288
-2% -$18.6K 0.13% 39
2020
Q3 		$922K Sell
15,293
-91
-0.6% -$5.49K 0.13% 42
2020
Q2 		$879K Buy
15,384
+7,896
+105% +$428K 0.13% 43
2020
Q1 		$374K Buy
7,488
+4,706
+169% +$280K 0.06% 59
2019
Q4 		$181K Sell
2,782
-32,591
-92% -$2.07M 0.03% 65
2019
Q3 		$2.16M Buy
35,373
+1,095
+3% +$66.1K 0.29% 36
2019
Q2 		$2.1M Sell
34,278
-528
-2% -$32.4K 0.29% 33
2019
Q1 		$2.12M Buy
+34,806
New +$2.05M 0.3% 34

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

Evensky & Katz's IEFA Position: Q1 2026 in Review

Evensky & Katz reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.5% in Q1 2026, selling an estimated $65.8K and leaving 12,027 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #51.

Evensky & Katz first reported a position in IEFA in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.16M in Q3 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Evensky & Katz held 12,027 shares of iShares Core MSCI EAFE ETF worth $1.09M as of Q1 2026.
  • Evensky & Katz sold 705 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $65.8K.
  • iShares Core MSCI EAFE ETF made up 0.06% of Evensky & Katz's portfolio in Q1 2026, its #51 holding.
  • Evensky & Katz first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 29 quarters since.
  • Evensky & Katz's iShares Core MSCI EAFE ETF position peaked at $2.16M in Q3 2019.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Evensky & Katz's 13F filing for Q1 2026, filed 22 Apr 2026.