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Financial & Tax Architects’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Financial & Tax Architects’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 		$247K Buy
+2,733
New +$255K 0.06% 103
2025
Q3 		– Sell
-9,136
Closed -$763K – 112
2025
Q2 		$763K Buy
9,136
+2,205
+32% +$175K 0.19% 64
2025
Q1 		$524K Buy
+6,931
New +$518K 0.13% 85

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

Financial & Tax Architects's IEFA Position: Q1 2026 in Review

Financial & Tax Architects opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 2,733 shares worth $247K. The stake represents 0.06% of the portfolio and ranks #103 among its holdings. This is a return to the name: Financial & Tax Architects previously reported a position in IEFA as recently as Q2 2025.

Financial & Tax Architects first reported a position in IEFA in Q1 2025 and has held it in 3 quarters since. The position peaked at $763K in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Financial & Tax Architects held 2,733 shares of iShares Core MSCI EAFE ETF worth $247K as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Financial & Tax Architects position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.06% of Financial & Tax Architects's portfolio in Q1 2026, its #103 holding.
  • Financial & Tax Architects first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 3 quarters since.
  • Financial & Tax Architects's iShares Core MSCI EAFE ETF position peaked at $763K in Q2 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Financial & Tax Architects's 13F filing for Q1 2026, filed 23 Apr 2026.