Financial Life Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,028
| Closed | -$271K | – | 53 |
|
|
2025
Q4 | $271K | Hold |
3,028
| – | – | 0.08% | 47 |
|
|
2025
Q3 | $264K | Sell |
3,028
-871
| -22% | -$74K | 0.08% | 45 |
|
|
2025
Q2 | $325K | Sell |
3,899
-727
| -16% | -$57.7K | 0.11% | 42 |
|
|
2025
Q1 | $350K | Sell |
4,626
-585
| -11% | -$43.7K | 0.13% | 40 |
|
|
2024
Q4 | $366K | Sell |
5,211
-265
| -5% | -$19.6K | 0.14% | 33 |
|
|
2024
Q3 | $427K | Hold |
5,476
| – | – | 0.16% | 30 |
|
|
2024
Q2 | $398K | Sell |
5,476
-1,014
| -16% | -$74.6K | 0.16% | 37 |
|
|
2024
Q1 | $482K | Sell |
6,490
-1,456
| -18% | -$104K | 0.2% | 35 |
|
|
2023
Q4 | $559K | Sell |
7,946
-5,141
| -39% | -$339K | 0.24% | 37 |
|
|
2023
Q3 | $842K | Sell |
13,087
-5,692
| -30% | -$381K | 0.36% | 29 |
|
|
2023
Q2 | $1.27M | Sell |
18,779
-57,856
| -75% | -$3.92M | 0.53% | 28 |
|
|
2023
Q1 | $5.12M | Sell |
76,635
-19,933
| -21% | -$1.31M | 2.2% | 14 |
|
|
2022
Q4 | $5.95M | Sell |
96,568
-242,256
| -71% | -$14.3M | 2.75% | 11 |
|
|
2022
Q3 | $17.8M | Sell |
338,824
-51,024
| -13% | -$3M | 8.94% | 3 |
|
|
2022
Q2 | $22.9M | Buy |
389,848
+17,779
| +5% | +$1.14M | 10.75% | 2 |
|
|
2022
Q1 | $25.9M | Sell |
372,069
-24,792
| -6% | -$1.75M | 10.72% | 3 |
|
|
2021
Q4 | $29.6M | Buy |
396,861
+14,886
| +4% | +$1.12M | 11.66% | 2 |
|
|
2021
Q3 | $28.4M | Buy |
381,975
+24,090
| +7% | +$1.83M | 11.86% | 2 |
|
|
2021
Q2 | $26.8M | Buy |
357,885
+7,340
| +2% | +$554K | 11.54% | 2 |
|
|
2021
Q1 | $25.3M | Buy |
350,545
+10,241
| +3% | +$732K | 11.76% | 2 |
|
|
2020
Q4 | $23.5M | Buy |
340,304
+1,481
| +0.4% | +$95.8K | 12.17% | 2 |
|
|
2020
Q3 | $20.4M | Buy |
338,823
+22,411
| +7% | +$1.35M | 10.7% | 2 |
|
|
2020
Q2 | $18.1M | Sell |
316,412
-6,092
| -2% | -$330K | 10.69% | 2 |
|
|
2020
Q1 | $16.1M | Buy |
322,504
+32,459
| +11% | +$1.93M | 11.03% | 2 |
|
|
2019
Q4 | $18.9M | Sell |
290,045
-3,174
| -1% | -$201K | 11.48% | 2 |
|
|
2019
Q3 | $17.9M | Buy |
293,219
+12,903
| +5% | +$779K | 11.34% | 2 |
|
|
2019
Q2 | $17.2M | Buy |
280,316
+7,065
| +3% | +$433K | 11.41% | 2 |
|
|
2019
Q1 | $16.6M | Buy |
273,251
+31,696
| +13% | +$1.87M | 11.43% | 2 |
|
|
2018
Q4 | $13.3M | Buy |
241,555
+22,409
| +10% | +$1.31M | 10.28% | 2 |
|
|
2018
Q3 | $14M | Buy |
219,146
+35,329
| +19% | +$2.25M | 10.29% | 2 |
|
|
2018
Q2 | $11.6M | Buy |
183,817
+43,188
| +31% | +$2.86M | 9.56% | 2 |
|
|
2018
Q1 | $9.12M | Sell |
140,629
-39,011
| -22% | -$2.62M | 8.36% | 3 |
|
|
2017
Q4 | $11.9M | Buy |
+179,640
| New | +$11.7M | 9.59% | 1 |
|
Other funds holding IEFA
Financial Life Advisors's IEFA Position: Q1 2026 in Review
Financial Life Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 3,028 shares — an estimated $271K sold.
Financial Life Advisors first reported a position in IEFA in Q4 2017 and held it in 33 quarters. The position peaked at $29.6M in Q4 2021. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Financial Life Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
- Financial Life Advisors sold 3,028 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $271K.
- Financial Life Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and held it in 33 quarters.
- Financial Life Advisors's iShares Core MSCI EAFE ETF position peaked at $29.6M in Q4 2021.
- 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Financial Life Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.