FFA
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Fi3 Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fi3 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 		$4.03M Sell
44,507
-9,725
-18% -$908K 1.16% 16
2025
Q4 		$4.85M Buy
54,232
+8,590
+19% +$760K 1.48% 14
2025
Q3 		$3.98M Sell
45,642
-378
-0.8% -$32.1K 1.35% 14
2025
Q2 		$3.84M Sell
46,020
-4,488
-9% -$356K 1.39% 15
2025
Q1 		$3.82M Sell
50,508
-7,868
-13% -$588K 1.55% 12
2024
Q4 		$4.1M Buy
58,376
+23,938
+70% +$1.77M 1.54% 16
2024
Q3 		$2.69M Sell
34,438
-901
-3% -$67.4K 1.07% 16
2024
Q2 		$2.57M Sell
35,339
-316
-0.9% -$23.3K 1.13% 16
2024
Q1 		$2.62M Sell
35,655
-7,640
-18% -$544K 1.2% 15
2023
Q4 		$3.05M Buy
43,295
+11,399
+36% +$751K 1.45% 14
2023
Q3 		$2.05M Buy
31,896
+802
+3% +$53.7K 1.1% 14
2023
Q2 		$2.1M Sell
31,094
-34,143
-52% -$2.32M 1.1% 14
2023
Q1 		$4.36M Sell
65,237
-552
-0.8% -$36.2K 2.33% 11
2022
Q4 		$4.06M Buy
+65,789
New +$3.87M 2.32% 12

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

Fi3 Financial Advisors's IEFA Position: Q1 2026 in Review

Fi3 Financial Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q1 2026, selling an estimated $908K and leaving 44,507 shares worth $4.03M. The position accounts for 1.16% of the portfolio, ranked #16.

Fi3 Financial Advisors first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.85M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Fi3 Financial Advisors held 44,507 shares of iShares Core MSCI EAFE ETF worth $4.03M as of Q1 2026.
  • Fi3 Financial Advisors sold 9,725 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $908K.
  • iShares Core MSCI EAFE ETF made up 1.16% of Fi3 Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • Fi3 Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Fi3 Financial Advisors's iShares Core MSCI EAFE ETF position peaked at $4.85M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Fi3 Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.