Financial Network Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial Network Wealth Management’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	$203K	Sell	2,248 -1,217	-35%	-$114K	0.06%	115
2025 Q4	$310K	Sell	3,465 -12	-0.3%	-$1.06K	0.1%	91
2025 Q3	$308K	Buy	+3,477	New	+$295K	0.1%	91
2025 Q1	$387K	Sell	5,126 -93	-2%	-$6.95K	0.14%	77
2024 Q4	$366K	Sell	5,219 -21	-0.4%	-$1.55K	0.13%	79
2024 Q3	$408K	Sell	5,240 -288	-5%	-$21.6K	0.15%	76
2024 Q2	$401K	Buy	+5,528	New	+$407K	0.15%	72
2024 Q1	–	Sell	-18,985	Closed	-$1.33M	–	71
2023 Q4	$1.33M	Sell	18,985 -18,297	-49%	-$1.21M	0.58%	35
2023 Q3	$2.36M	Sell	37,282 -4,207	-10%	-$282K	1.15%	18
2023 Q2	$2.89M	Sell	41,489 -829	-2%	-$56.2K	1.33%	15
2023 Q1	$2.83M	Buy	42,318 +387	+0.9%	+$25.4K	1.4%	17
2022 Q4	$2.58M	Buy	41,931 +8,275	+25%	+$487K	1.4%	17
2022 Q3	$1.77M	Sell	33,656 -3,048	-8%	-$179K	1.11%	22
2022 Q2	$2.16M	Buy	36,704 +4,562	+14%	+$293K	1.29%	19
2022 Q1	$2.23M	Buy	32,142 +9,928	+45%	+$702K	1.17%	18
2021 Q4	$1.66M	Buy	22,214 +2,704	+14%	+$203K	0.84%	21
2021 Q3	$1.45M	Buy	19,510 +3,882	+25%	+$295K	0.83%	20
2021 Q2	$1.17M	Buy	15,628 +4,438	+40%	+$335K	0.69%	25
2021 Q1	$806K	Buy	11,190 +2,748	+33%	+$196K	0.53%	29
2020 Q4	$583K	Buy	+8,442	New	+$546K	0.46%	32

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 Network Wealth Management's IEFA Position: Q1 2026 in Review

Financial Network Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 35% in Q1 2026, selling an estimated $114K and leaving 2,248 shares worth $203K. The position accounts for 0.06% of the portfolio, ranked #115.

Financial Network Wealth Management first reported a position in IEFA in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.89M in Q2 2023. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Financial Network Wealth Management held 2,248 shares of iShares Core MSCI EAFE ETF worth $203K as of Q1 2026.
Financial Network Wealth Management sold 1,217 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $114K.
iShares Core MSCI EAFE ETF made up 0.06% of Financial Network Wealth Management's portfolio in Q1 2026, its #115 holding.
Financial Network Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
Financial Network Wealth Management's iShares Core MSCI EAFE ETF position peaked at $2.89M in Q2 2023.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.