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Evergreen Wealth Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Evergreen Wealth Solutions’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 		$41.7M Buy
+460,349
New +$43M 2.95% 5
2022
Q4 		– Sell
-9,725
Closed -$512K – 97
2022
Q3 		$512K Buy
+9,725
New +$572K 0.73% 44

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 $424B AUM 22.94% 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

Evergreen Wealth Solutions's IEFA Position: Q1 2026 in Review

Evergreen Wealth Solutions opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 460,349 shares worth $41.7M. The stake represents 2.95% of the portfolio and ranks #5 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in IEFA as recently as Q3 2022.

Evergreen Wealth Solutions first reported a position in IEFA in Q3 2022 and has held it in 2 quarters since. 2,404 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Evergreen Wealth Solutions held 460,349 shares of iShares Core MSCI EAFE ETF worth $41.7M as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Evergreen Wealth Solutions position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 2.95% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #5 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 2 quarters since.
  • 2,404 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.