EW
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Evoke Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Evoke Wealth’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 		$2.66M Buy
29,353
+151
+0.5% +$14.1K 0.05% 150
2025
Q4 		$2.61M Sell
29,202
-3
-0% -$265 0.05% 147
2025
Q3 		$2.55M Buy
29,205
+11,806
+68% +$1M 0.05% 139
2025
Q2 		$1.45M Buy
17,399
+83
+0.5% +$6.59K 0.03% 195
2025
Q1 		$1.31M Hold
17,316
– – 0.03% 170
2024
Q4 		$1.22M Buy
17,316
+228
+1% +$16.8K 0.03% 174
2024
Q3 		$1.33M Buy
+17,088
New +$1.28M 0.04% 162
2024
Q2 		– Sell
-7,749
Closed -$575K – 229
2024
Q1 		$575K Buy
7,749
+4,398
+131% +$313K 0.02% 228
2023
Q4 		$236K Sell
3,351
-24,914
-88% -$1.64M 0.38% 64
2023
Q3 		$1.82M Buy
28,265
+20,516
+265% +$1.37M 0.06% 124
2023
Q2 		$523K Sell
7,749
-896
-10% -$60.8K 0.02% 212
2023
Q1 		$578K Buy
8,645
+600
+7% +$39.3K 0.02% 201
2022
Q4 		$496K Hold
8,045
– – 0.02% 214
2022
Q3 		$424K Buy
8,045
+719
+10% +$42.3K 0.02% 227
2022
Q2 		$431K Buy
7,326
+3,600
+97% +$231K 0.02% 234
2022
Q1 		$259K Hold
3,726
– – 0.01% 307
2021
Q4 		$279K Hold
3,726
– – 0.01% 316
2021
Q3 		$276K Hold
3,726
– – 0.01% 298
2021
Q2 		$279K Buy
3,726
+3,351
+894% +$253K 0.01% 303
2021
Q1 		$27K Hold
375
– – ﹤0.01% 535
2020
Q4 		$26K Hold
375
– – ﹤0.01% 462
2020
Q3 		$23K Sell
375
-968
-72% -$58.4K ﹤0.01% 455
2020
Q2 		$77K Buy
1,343
+505
+60% +$27.4K 0.01% 301
2020
Q1 		$41.8K Buy
+838
New +$49.9K 0.01% 359
2019
Q4 		– Sell
-918
Closed -$56.1K – 1328
2019
Q3 		$56.1K Buy
+918
New +$55.4K 0.01% 446

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

Evoke Wealth's IEFA Position: Q1 2026 in Review

Evoke Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.52% in Q1 2026, buying an estimated $14.1K and bringing the position to 29,353 shares worth $2.66M. The position accounts for 0.05% of the portfolio, ranked #150.

Evoke Wealth first reported a position in IEFA in Q3 2019 and has held it in 25 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Evoke Wealth held 29,353 shares of iShares Core MSCI EAFE ETF worth $2.66M as of Q1 2026.
  • Evoke Wealth bought 151 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14.1K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Evoke Wealth's portfolio in Q1 2026, its #150 holding.
  • Evoke Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 25 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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