Evernest Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Evernest Financial Advisors’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	$10.6M	Sell	112,241 -643	-0.6%	-$60K	2.21%	13
2025 Q4	$11M	Sell	112,884 -1,045	-0.9%	-$92.4K	2.3%	12
2025 Q3	$9.95M	Sell	113,929 -357	-0.3%	-$30.3K	2.79%	7
2025 Q2	$9.54M	Buy	114,286 +4,071	+4%	+$323K	3.09%	7
2025 Q1	$8.34M	Sell	110,215 -842	-0.8%	-$63K	2.99%	8
2024 Q4	$7.81M	Sell	111,057 -68,686	-38%	-$5.07M	2.02%	14
2024 Q3	$14M	Buy	179,743 +78	+0%	+$5.84K	3.78%	8
2024 Q2	$13.1M	Buy	179,665 +8,424	+5%	+$620K	5.85%	3
2024 Q1	$12.1M	Buy	171,241 +9,394	+6%	+$669K	5.74%	4
2023 Q4	$11.4M	Buy	+161,847	New	+$10.7M	5.78%	2
2021 Q4	$11.4M	Buy	+162,035	New	+$12.2M	5.88%	2

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Evernest Financial Advisors's IEFA Position: Q1 2026 in Review

Evernest Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.57% in Q1 2026, selling an estimated $60K and leaving 112,241 shares worth $10.6M. The position accounts for 2.21% of the portfolio, ranked #13.

Evernest Financial Advisors first reported a position in IEFA in Q4 2021 and has held it in 11 quarters since. The position peaked at $14M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Evernest Financial Advisors held 112,241 shares of iShares Core MSCI EAFE ETF worth $10.6M as of Q1 2026.
Evernest Financial Advisors sold 643 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $60K.
iShares Core MSCI EAFE ETF made up 2.21% of Evernest Financial Advisors's portfolio in Q1 2026, its #13 holding.
Evernest Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 11 quarters since.
Evernest Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $14M in Q3 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.