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

Financial Engines 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	$32.6M	Sell	359,593 -15,639	-4%	-$1.46M	0.07%	66
2025 Q4	$33.6M	Sell	375,232 -8,349	-2%	-$738K	0.06%	64
2025 Q3	$33.5M	Buy	383,581 +59,935	+19%	+$5.09M	0.06%	65
2025 Q2	$27M	Sell	323,646 -46,140	-12%	-$3.66M	0.05%	68
2025 Q1	$28M	Sell	369,786 -50,698	-12%	-$3.79M	0.06%	62
2024 Q4	$29.6M	Buy	420,484 +10,331	+3%	+$762K	0.06%	63
2024 Q3	$32M	Buy	410,153 +5,998	+1%	+$449K	0.07%	58
2024 Q2	$29.4M	Sell	404,155 -10,305	-2%	-$758K	0.07%	59
2024 Q1	$30.8M	Sell	414,460 -42,411	-9%	-$3.02M	0.07%	54
2023 Q4	$32.1M	Sell	456,871 -30,881	-6%	-$2.04M	0.08%	53
2023 Q3	$31.4M	Sell	487,752 -20,536	-4%	-$1.37M	0.08%	54
2023 Q2	$34.3M	Sell	508,288 -22,637	-4%	-$1.54M	0.09%	54
2023 Q1	$35.5M	Sell	530,925 -151,596	-22%	-$9.94M	0.09%	54
2022 Q4	$42.1M	Sell	682,521 -19,398	-3%	-$1.14M	0.12%	58
2022 Q3	$37M	Buy	701,919 +7,670	+1%	+$451K	0.12%	53
2022 Q2	$40.9M	Buy	694,249 +49,014	+8%	+$3.14M	0.12%	52
2022 Q1	$44.9M	Buy	645,235 +101,177	+19%	+$7.16M	0.12%	52
2021 Q4	$40.7M	Buy	544,058 +52,186	+11%	+$3.92M	0.11%	51
2021 Q3	$36.5M	Buy	491,872 +19,334	+4%	+$1.47M	0.11%	52
2021 Q2	$35.4M	Buy	472,538 +61,795	+15%	+$4.67M	0.1%	52
2021 Q1	$29.6M	Buy	410,743 +20,668	+5%	+$1.48M	0.09%	52
2020 Q4	$26.9M	Buy	390,075 +24,436	+7%	+$1.58M	0.09%	52
2020 Q3	$22M	Buy	365,639 +14,630	+4%	+$882K	0.09%	53
2020 Q2	$20.1M	Sell	351,009 -150,873	-30%	-$8.18M	0.09%	51
2020 Q1	$25M	Buy	501,882 +38,403	+8%	+$2.29M	0.13%	43
2019 Q4	$30.2M	Buy	463,479 +33,221	+8%	+$2.11M	0.15%	37
2019 Q3	$26.3M	Buy	430,258 +28,876	+7%	+$1.74M	0.14%	36
2019 Q2	$24.6M	Buy	401,382 +58,507	+17%	+$3.58M	0.14%	34
2019 Q1	$20.8M	Buy	342,875 +94,884	+38%	+$5.6M	0.11%	34
2018 Q4	$14.1M	Buy	+247,991	New	+$14.5M	0.1%	37
2018 Q2	–	Sell	-439	Closed	-$29K	–	145
2018 Q1	$29K	Buy	+439	New	+$29.5K	﹤0.01%	74

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

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

Financial Engines Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.2% in Q1 2026, selling an estimated $1.46M and leaving 359,593 shares worth $32.6M. The position accounts for 0.07% of the portfolio, ranked #66.

Financial Engines Advisors first reported a position in IEFA in Q1 2018 and has held it in 31 quarters since. The position peaked at $44.9M in Q1 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Financial Engines Advisors held 359,593 shares of iShares Core MSCI EAFE ETF worth $32.6M as of Q1 2026.
Financial Engines Advisors sold 15,639 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.46M.
iShares Core MSCI EAFE ETF made up 0.07% of Financial Engines Advisors's portfolio in Q1 2026, its #66 holding.
Financial Engines Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 31 quarters since.
Financial Engines Advisors's iShares Core MSCI EAFE ETF position peaked at $44.9M in Q1 2022.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Financial Engines Advisors's 13F filing for Q1 2026, filed 14 May 2026.