FMI
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F/M Investments’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

F/M Investments’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 		– Sell
-36,197
Closed -$3.24M – 385
2025
Q4 		$3.24M Sell
36,197
-1,455
-4% -$129K 0.12% 185
2025
Q3 		$3.29M Sell
37,652
-1,399
-4% -$119K 0.13% 180
2025
Q2 		$3.26M Hold
39,051
– – 0.12% 187
2025
Q1 		$2.95M Buy
39,051
+905
+2% +$67.7K 0.12% 176
2024
Q4 		$2.68M Buy
38,146
+22,617
+146% +$1.67M 0.1% 192
2024
Q3 		$1.21M Hold
15,529
– – 0.04% 248
2024
Q2 		$1.13M Buy
+15,529
New +$1.14M 0.04% 257

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

F/M Investments's IEFA Position: Q1 2026 in Review

F/M Investments sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 36,197 shares — an estimated $3.24M sold.

F/M Investments first reported a position in IEFA in Q2 2024 and held it in 7 quarters. The position peaked at $3.29M in Q3 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • F/M Investments reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • F/M Investments sold 36,197 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.24M.
  • F/M Investments first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and held it in 7 quarters.
  • F/M Investments's iShares Core MSCI EAFE ETF position peaked at $3.29M in Q3 2025.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.