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

Francis Financial’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	$319K	Hold	3,522	–	–	0.06%	83
2025 Q4	$315K	Buy	+3,522	New	+$311K	0.06%	86
2024 Q2	–	Sell	-2,935	Closed	-$218K	–	82
2024 Q1	$218K	Buy	+2,935	New	+$209K	0.07%	68

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

Francis Financial's IEFA Position: Q1 2026 in Review

Francis Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,522 shares worth $319K. The position accounts for 0.06% of the portfolio, ranked #83.

Francis Financial first reported a position in IEFA in Q1 2024 and has held it in 3 quarters since. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Francis Financial held 3,522 shares of iShares Core MSCI EAFE ETF worth $319K as of Q1 2026.
Francis Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.06% of Francis Financial's portfolio in Q1 2026, its #83 holding.
Francis Financial first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 3 quarters since.
2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Francis Financial's 13F filing for Q1 2026, filed 7 May 2026.