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

Forvis Mazars 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	$15.8M	Sell	174,227 -11,036	-6%	-$1.03M	0.3%	43
2025 Q4	$16.6M	Sell	185,263 -3,717	-2%	-$329K	0.31%	41
2025 Q3	$16.5M	Sell	188,980 -1,119	-0.6%	-$95.1K	0.33%	43
2025 Q2	$15.9M	Sell	190,099 -3,011	-2%	-$239K	0.34%	44
2025 Q1	$14.6M	Sell	193,110 -25,397	-12%	-$1.9M	0.35%	43
2024 Q4	$15.4M	Sell	218,507 -11,046	-5%	-$815K	0.35%	45
2024 Q3	$17.9M	Sell	229,553 -2,500	-1%	-$187K	0.41%	41
2024 Q2	$16.9M	Sell	232,053 -5,901	-2%	-$434K	0.42%	43
2024 Q1	$17.7M	Sell	237,954 -16,967	-7%	-$1.21M	0.45%	40
2023 Q4	$17.9M	Sell	254,921 -28,378	-10%	-$1.87M	0.5%	36
2023 Q3	$18.2M	Sell	283,299 -7,273	-3%	-$487K	0.55%	33
2023 Q2	$19.6M	Sell	290,572 -1,170	-0.4%	-$79.3K	0.57%	33
2023 Q1	$19.5M	Buy	291,742 +280	+0.1%	+$18.4K	0.64%	30
2022 Q4	$18M	Buy	291,462 +40,631	+16%	+$2.39M	0.63%	30
2022 Q3	$13.2M	Sell	250,831 -8,154	-3%	-$479K	0.53%	35
2022 Q2	$15.2M	Sell	258,985 -6,863	-3%	-$440K	0.62%	30
2022 Q1	$18.5M	Buy	265,848 +12,338	+5%	+$873K	0.78%	20
2021 Q4	$18.9M	Sell	253,510 -785	-0.3%	-$59K	0.8%	20
2021 Q3	$18.9M	Buy	254,295 +2,341	+0.9%	+$178K	0.87%	19
2021 Q2	$18.9M	Sell	251,954 -7,568	-3%	-$571K	0.88%	18
2021 Q1	$18.7M	Sell	259,522 -5,273	-2%	-$377K	0.93%	17
2020 Q4	$18.3M	Sell	264,795 -72,729	-22%	-$4.7M	0.92%	17
2020 Q3	$20.3M	Sell	337,524 -24,382	-7%	-$1.47M	1.18%	14
2020 Q2	$20.7M	Buy	361,906 +81,252	+29%	+$4.4M	1.34%	11
2020 Q1	$14M	Buy	280,654 +205,201	+272%	+$12.2M	1.15%	11
2019 Q4	$4.92M	Buy	75,453 +5,190	+7%	+$329K	0.35%	38
2019 Q3	$4.29M	Buy	70,263 +7,881	+13%	+$476K	0.34%	36
2019 Q2	$3.83M	Sell	62,382 -15,264	-20%	-$935K	0.31%	43
2019 Q1	$4.72M	Sell	77,646 -58,746	-43%	-$3.47M	0.39%	31
2018 Q4	$7.5M	Buy	136,392 +95,037	+230%	+$5.57M	0.77%	18
2018 Q3	$2.65M	Sell	41,355 -885	-2%	-$56.4K	0.23%	56
2018 Q2	$2.68M	Buy	42,240 +6,934	+20%	+$459K	0.26%	55
2018 Q1	$2.33M	Sell	35,306 -10,716	-23%	-$720K	0.23%	60
2017 Q4	$3.04M	Buy	46,022 +1,026	+2%	+$66.9K	0.3%	43
2017 Q3	$2.89M	Sell	44,996 -1,082	-2%	-$67.7K	0.32%	42
2017 Q2	$2.81M	Sell	46,078 -1,000	-2%	-$60.4K	0.32%	44
2017 Q1	$2.73M	Sell	47,078 -29,257	-38%	-$1.64M	0.33%	41
2016 Q4	$4.09M	Buy	76,335 +11,021	+17%	+$592K	0.54%	23
2016 Q3	$3.6M	Sell	65,314 -22,150	-25%	-$1.2M	0.5%	26
2016 Q2	$4.54M	Sell	87,464 -67,377	-44%	-$3.6M	0.67%	21
2016 Q1	$8.23M	Buy	154,841 +48,870	+46%	+$2.49M	1.31%	14
2015 Q4	$5.76M	Buy	105,971 +88,546	+508%	+$4.91M	0.87%	16
2015 Q3	$920K	Buy	17,425 +10,575	+154%	+$599K	0.16%	69
2015 Q2	$399K	Hold	6,850	–	–	0.06%	117
2015 Q1	$401K	Sell	6,850 -800	-10%	-$45.9K	0.06%	125
2014 Q4	$423K	Buy	+7,650	New	+$434K	0.07%	106

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

Forvis Mazars Wealth Advisors's IEFA Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q1 2026, selling an estimated $1.03M and leaving 174,227 shares worth $15.8M. The position accounts for 0.3% of the portfolio, ranked #43.

Forvis Mazars Wealth Advisors first reported a position in IEFA in Q4 2014 and has held it in 46 quarters since. The position peaked at $20.7M in Q2 2020. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Forvis Mazars Wealth Advisors held 174,227 shares of iShares Core MSCI EAFE ETF worth $15.8M as of Q1 2026.
Forvis Mazars Wealth Advisors sold 11,036 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.03M.
iShares Core MSCI EAFE ETF made up 0.3% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #43 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
Forvis Mazars Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $20.7M in Q2 2020.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.