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

Everstar 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	$424K	Sell	4,680 -171	-4%	-$16K	0.23%	123
2025 Q4	$434K	Sell	4,851 -134	-3%	-$11.8K	0.23%	119
2025 Q3	$435K	Hold	4,985	–	–	0.25%	121
2025 Q2	$416K	Hold	4,985	–	–	0.25%	122
2025 Q1	$377K	Sell	4,985 -370	-7%	-$27.7K	0.25%	123
2024 Q4	$376K	Buy	5,355 +1,403	+36%	+$104K	0.27%	108
2024 Q3	$308K	Buy	+3,952	New	+$296K	0.21%	131

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

Everstar Asset Management's IEFA Position: Q1 2026 in Review

Everstar Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q1 2026, selling an estimated $16K and leaving 4,680 shares worth $424K. The position accounts for 0.23% of the portfolio, ranked #123.

Everstar Asset Management first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $435K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Everstar Asset Management held 4,680 shares of iShares Core MSCI EAFE ETF worth $424K as of Q1 2026.
Everstar Asset Management sold 171 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $16K.
iShares Core MSCI EAFE ETF made up 0.23% of Everstar Asset Management's portfolio in Q1 2026, its #123 holding.
Everstar Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's iShares Core MSCI EAFE ETF position peaked at $435K in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.