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Flagship Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Flagship Wealth 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 		$9.02K Buy
+108
New +$10.1K ﹤0.01% 291
2025
Q4 		– Sell
-108
Closed -$9.43K – 409
2025
Q3 		$9.43K Hold
108
– – ﹤0.01% 335
2025
Q2 		$9.02K Hold
108
– – ﹤0.01% 306
2025
Q1 		$8.17K Sell
108
-566
-84% -$42.3K ﹤0.01% 308
2024
Q4 		$47.4K Buy
+674
New +$49.7K 0.03% 196

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

Flagship Wealth Advisors's IEFA Position: Q1 2026 in Review

Flagship Wealth Advisors opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 108 shares worth $9.02K. The stake represents ﹤0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in IEFA as recently as Q3 2025.

Flagship Wealth Advisors first reported a position in IEFA in Q4 2024 and has held it in 5 quarters since. The position peaked at $47.4K in Q4 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Flagship Wealth Advisors held 108 shares of iShares Core MSCI EAFE ETF worth $9.02K as of Q1 2026.
  • iShares Core MSCI EAFE ETF was a new Flagship Wealth Advisors position in Q1 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #291 holding.
  • Flagship Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 5 quarters since.
  • Flagship Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $47.4K in Q4 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.