Frank Rimerman Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Frank Rimerman 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	$804K	Hold	8,884	–	–	0.05%	282
2025 Q4	$795K	Hold	8,884	–	–	0.05%	279
2025 Q3	$776K	Hold	8,884	–	–	0.05%	268
2025 Q2	$742K	Hold	8,884	–	–	0.05%	270
2025 Q1	$672K	Buy	+8,884	New	+$664K	0.05%	259

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

Frank Rimerman Advisors's IEFA Position: Q1 2026 in Review

Frank Rimerman Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 8,884 shares worth $804K. The position accounts for 0.05% of the portfolio, ranked #282.

Frank Rimerman Advisors first reported a position in IEFA in Q1 2025 and has held it in 5 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Frank Rimerman Advisors held 8,884 shares of iShares Core MSCI EAFE ETF worth $804K as of Q1 2026.
Frank Rimerman Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.05% of Frank Rimerman Advisors's portfolio in Q1 2026, its #282 holding.
Frank Rimerman Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Frank Rimerman Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.