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Foster & Motley’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Foster & Motley’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 		$1.34M Sell
14,786
-1,542
-9% -$144K 0.07% 201
2025
Q4 		$1.46M Buy
16,328
+471
+3% +$41.6K 0.08% 194
2025
Q3 		$1.38M Buy
15,857
+139
+0.9% +$11.8K 0.07% 199
2025
Q2 		$1.31M Sell
15,718
-2,619
-14% -$208K 0.08% 208
2025
Q1 		$1.39M Sell
18,337
-886
-5% -$66.3K 0.09% 194
2024
Q4 		$1.35M Hold
19,223
– – 0.09% 188
2024
Q3 		$1.5M Buy
19,223
+34
+0.2% +$2.54K 0.1% 182
2024
Q2 		$1.39M Buy
19,189
+443
+2% +$32.6K 0.1% 178
2024
Q1 		$1.39M Buy
18,746
+2,300
+14% +$164K 0.1% 180
2023
Q4 		$1.16M Sell
16,446
-221
-1% -$14.6K 0.09% 186
2023
Q3 		$1.07M Buy
16,667
+1,345
+9% +$90.1K 0.09% 185
2023
Q2 		$1.03M Sell
15,322
-1,178
-7% -$79.9K 0.08% 217
2023
Q1 		$1.1M Hold
16,500
– – 0.09% 210
2022
Q4 		$1.02M Sell
16,500
-266
-2% -$15.7K 0.09% 217
2022
Q3 		$883K Sell
16,766
-7,816
-32% -$460K 0.08% 205
2022
Q2 		$1.45M Hold
24,582
– – 0.13% 159
2022
Q1 		$1.71M Sell
24,582
-428
-2% -$30.3K 0.13% 147
2021
Q4 		$1.87M Buy
25,010
+32
+0.1% +$2.4K 0.15% 141
2021
Q3 		$1.85M Hold
24,978
– – 0.15% 139
2021
Q2 		$1.87M Buy
24,978
+8,126
+48% +$613K 0.16% 135
2021
Q1 		$1.21M Buy
16,852
+320
+2% +$22.9K 0.1% 163
2020
Q4 		$1.14M Buy
+16,532
New +$1.07M 0.11% 160

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

Foster & Motley's IEFA Position: Q1 2026 in Review

Foster & Motley reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.4% in Q1 2026, selling an estimated $144K and leaving 14,786 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #201.

Foster & Motley first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.87M in Q2 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Foster & Motley held 14,786 shares of iShares Core MSCI EAFE ETF worth $1.34M as of Q1 2026.
  • Foster & Motley sold 1,542 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $144K.
  • iShares Core MSCI EAFE ETF made up 0.07% of Foster & Motley's portfolio in Q1 2026, its #201 holding.
  • Foster & Motley first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Foster & Motley's iShares Core MSCI EAFE ETF position peaked at $1.87M in Q2 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Foster & Motley's 13F filing for Q1 2026, filed 21 Apr 2026.