Frontier Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Frontier Asset Management’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	$442K	Sell	4,882 -30	-0.6%	-$2.8K	0.09%	69
2025 Q4	$439K	Buy	+4,912	New	+$434K	0.1%	68
2024 Q4	–	Sell	-19,632	Closed	-$1.53M	–	74
2024 Q3	$1.53M	Sell	19,632 -653	-3%	-$48.9K	0.51%	40
2024 Q2	$1.47M	Sell	20,285 -2,183	-10%	-$161K	0.53%	37
2024 Q1	$1.67M	Sell	22,468 -38,371	-63%	-$2.73M	0.61%	36
2023 Q4	$4.28M	Buy	60,839 +2,856	+5%	+$188K	1.61%	16
2023 Q3	$3.73M	Buy	57,983 +2,406	+4%	+$161K	1.69%	16
2023 Q2	$3.75M	Sell	55,577 -22,886	-29%	-$1.55M	1.71%	17
2023 Q1	$5.25M	Buy	78,463 +1,360	+2%	+$89.2K	2.48%	14
2022 Q4	$4.75M	Buy	77,103 +1,839	+2%	+$108K	2.18%	15
2022 Q3	$3.96M	Sell	75,264 -3,194	-4%	-$188K	3.44%	8
2022 Q2	$4.62M	Buy	78,458 +1,509	+2%	+$96.8K	3.85%	8
2022 Q1	$5.35M	Sell	76,949 -7,098	-8%	-$502K	3.75%	11
2021 Q4	$6.27M	Buy	+84,047	New	+$6.32M	4.62%	8

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

Frontier Asset Management's IEFA Position: Q1 2026 in Review

Frontier Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.61% in Q1 2026, selling an estimated $2.8K and leaving 4,882 shares worth $442K. The position accounts for 0.09% of the portfolio, ranked #69.

Frontier Asset Management first reported a position in IEFA in Q4 2021 and has held it in 14 quarters since. The position peaked at $6.27M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Frontier Asset Management held 4,882 shares of iShares Core MSCI EAFE ETF worth $442K as of Q1 2026.
Frontier Asset Management sold 30 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.8K.
iShares Core MSCI EAFE ETF made up 0.09% of Frontier Asset Management's portfolio in Q1 2026, its #69 holding.
Frontier Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 14 quarters since.
Frontier Asset Management's iShares Core MSCI EAFE ETF position peaked at $6.27M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Frontier Asset Management's 13F filing for Q1 2026, filed 6 May 2026.