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

Evermay 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 		$209K Sell
2,310
-156
-6% -$14.6K 0.02% 191
2025
Q4 		$221K Hold
2,466
– – 0.02% 184
2025
Q3 		$215K Hold
2,466
– – 0.02% 189
2025
Q2 		$206K Buy
2,466
+198
+9% +$15.7K 0.03% 194
2025
Q1 		$172K Sell
2,268
-117
-5% -$8.75K 0.02% 203
2024
Q4 		$168K Buy
2,385
+217
+10% +$16K 0.03% 210
2024
Q3 		$169K Hold
2,168
– – 0.03% 211
2024
Q2 		$157K Buy
2,168
+423
+24% +$31.1K 0.03% 212
2024
Q1 		$130K Sell
1,745
-34
-2% -$2.42K 0.02% 246
2023
Q4 		$125K Buy
1,779
+116
+7% +$7.65K 0.02% 223
2023
Q3 		$107K Hold
1,663
– – 0.02% 230
2023
Q2 		$112K Hold
1,663
– – 0.02% 229
2023
Q1 		$111K Buy
1,663
+10
+0.6% +$656 0.02% 227
2022
Q4 		$102K Buy
1,653
+803
+94% +$47.3K 0.02% 227
2022
Q3 		$45K Buy
+850
New +$50K 0.01% 292

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

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

Evermay Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.3% in Q1 2026, selling an estimated $14.6K and leaving 2,310 shares worth $209K. The position accounts for 0.02% of the portfolio, ranked #191.

Evermay Wealth Management first reported a position in IEFA in Q3 2022 and has held it in 15 quarters since. The position peaked at $221K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Evermay Wealth Management held 2,310 shares of iShares Core MSCI EAFE ETF worth $209K as of Q1 2026.
  • Evermay Wealth Management sold 156 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14.6K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Evermay Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 15 quarters since.
  • Evermay Wealth Management's iShares Core MSCI EAFE ETF position peaked at $221K in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.