Foundry Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Foundry Financial Group’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	$12.1M	Sell	133,991 -8,009	-6%	-$748K	6.02%	4
2025 Q4	$12.7M	Buy	142,000 +6,396	+5%	+$566K	6.36%	3
2025 Q3	$11.8M	Buy	135,604 +2,809	+2%	+$239K	6.22%	3
2025 Q2	$11.1M	Buy	132,795 +7,192	+6%	+$571K	6.31%	4
2025 Q1	$9.5M	Sell	125,603 -2,866	-2%	-$214K	5.85%	5
2024 Q4	$9.03M	Buy	128,469 +9,349	+8%	+$690K	5.59%	4
2024 Q3	$9.3M	Sell	119,120 -1,876	-2%	-$140K	5.8%	5
2024 Q2	$8.79M	Buy	120,996 +4,816	+4%	+$354K	6.06%	5
2024 Q1	$8.62M	Buy	116,180 +18,185	+19%	+$1.29M	6.15%	5
2023 Q4	$6.89M	Buy	+97,995	New	+$6.46M	5.84%	6

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

Foundry Financial Group's IEFA Position: Q1 2026 in Review

Foundry Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.6% in Q1 2026, selling an estimated $748K and leaving 133,991 shares worth $12.1M. The position accounts for 6.02% of the portfolio, ranked #4.

Foundry Financial Group first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $12.7M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Foundry Financial Group held 133,991 shares of iShares Core MSCI EAFE ETF worth $12.1M as of Q1 2026.
Foundry Financial Group sold 8,009 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $748K.
iShares Core MSCI EAFE ETF made up 6.02% of Foundry Financial Group's portfolio in Q1 2026, its #4 holding.
Foundry Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Foundry Financial Group's iShares Core MSCI EAFE ETF position peaked at $12.7M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Foundry Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.