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

FSA 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	$360K	Sell	3,976 -69,964	-95%	-$6.53M	0.24%	127
2025 Q4	$312K	Buy	+73,940	New	+$6.54M	0.22%	124
2025 Q3	–	Sell	-3,705	Closed	-$309K	–	159
2025 Q2	$309K	Buy	3,705 +33	+0.9%	+$2.62K	0.25%	115
2025 Q1	$278K	Buy	+3,672	New	+$275K	0.22%	137
2024 Q4	–	Sell	-3,528	Closed	-$274K	–	157
2024 Q3	$274K	Hold	3,528	–	–	0.27%	108
2024 Q2	$257K	Sell	3,528 -102	-3%	-$7.51K	0.27%	112
2024 Q1	$269K	Buy	3,630 +61	+2%	+$4.34K	0.29%	102
2023 Q4	$251K	Buy	+3,569	New	+$235K	0.31%	93

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

FSA Advisors's IEFA Position: Q1 2026 in Review

FSA Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 95% in Q1 2026, selling an estimated $6.53M and leaving 3,976 shares worth $360K. The position accounts for 0.24% of the portfolio, ranked #127.

FSA Advisors first reported a position in IEFA in Q4 2023 and has held it in 8 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

FSA Advisors held 3,976 shares of iShares Core MSCI EAFE ETF worth $360K as of Q1 2026.
FSA Advisors sold 69,964 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $6.53M.
iShares Core MSCI EAFE ETF made up 0.24% of FSA Advisors's portfolio in Q1 2026, its #127 holding.
FSA Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 8 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on FSA Advisors's 13F filing for Q1 2026, filed 6 May 2026.