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FSB Premier Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

FSB Premier Wealth 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 		$334K Hold
3,690
– – 0.1% 176
2025
Q4 		$330K Hold
3,690
– – 0.1% 177
2025
Q3 		$322K Hold
3,690
– – 0.11% 170
2025
Q2 		$308K Hold
3,690
– – 0.11% 168
2025
Q1 		$279K Hold
3,690
– – 0.11% 178
2024
Q4 		$259K Buy
3,690
+867
+31% +$64K 0.1% 184
2024
Q3 		$220K Buy
+2,823
New +$211K 0.09% 191

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FSB Premier Wealth Management's IEFA Position: Q1 2026 in Review

FSB Premier Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,690 shares worth $334K. The position accounts for 0.1% of the portfolio, ranked #176.

FSB Premier Wealth Management first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • FSB Premier Wealth Management held 3,690 shares of iShares Core MSCI EAFE ETF worth $334K as of Q1 2026.
  • FSB Premier Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.1% of FSB Premier Wealth Management's portfolio in Q1 2026, its #176 holding.
  • FSB Premier Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on FSB Premier Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.