FG
IEFA icon

Fairman Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fairman Group’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 		$489K Hold
5,404
– – 0.42% 31
2025
Q4 		$483K Buy
5,404
+102
+2% +$9.02K 0.39% 31
2025
Q3 		$463K Hold
5,302
– – 0.37% 34
2025
Q2 		$443K Sell
5,302
-569
-10% -$45.2K 0.36% 34
2025
Q1 		$413K Hold
5,871
– – 0.38% 35
2024
Q4 		$413K Buy
5,871
+4,318
+278% +$319K 0.34% 35
2024
Q3 		$121K Hold
1,553
– – 0.11% 74
2024
Q2 		$113K Buy
1,553
+721
+87% +$53.1K 0.11% 77
2024
Q1 		$61.8K Hold
832
– – 0.06% 87
2023
Q4 		$58.6K Buy
+832
New +$54.8K 0.06% 95

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

Fairman Group's IEFA Position: Q1 2026 in Review

Fairman Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 5,404 shares worth $489K. The position accounts for 0.42% of the portfolio, ranked #31.

Fairman Group first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Fairman Group held 5,404 shares of iShares Core MSCI EAFE ETF worth $489K as of Q1 2026.
  • Fairman Group left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.42% of Fairman Group's portfolio in Q1 2026, its #31 holding.
  • Fairman Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Fairman Group's 13F filing for Q1 2026, filed 23 Apr 2026.