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

FSC Wealth 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
2025
Q4 		– Sell
-11,591
Closed -$1.01M – 46
2025
Q3 		$1.01M Sell
11,591
-45
-0.4% -$3.82K 0.58% 33
2025
Q2 		$971K Sell
11,636
-155
-1% -$12.3K 0.61% 32
2025
Q1 		$892K Buy
11,791
+1,875
+19% +$140K 0.59% 29
2024
Q4 		$697K Buy
9,916
+714
+8% +$52.7K 0.45% 34
2024
Q3 		$718K Buy
9,202
+361
+4% +$27K 0.52% 34
2024
Q2 		$642K Buy
8,841
+169
+2% +$12.4K 0.47% 28
2024
Q1 		$644K Buy
8,672
+2,090
+32% +$149K 0.45% 29
2023
Q4 		$463K Buy
6,582
+724
+12% +$47.7K 0.34% 35
2023
Q3 		$377K Buy
5,858
+82
+1% +$5.49K 0.39% 21
2023
Q2 		$390K Buy
5,776
+27
+0.5% +$1.83K 0.35% 19
2023
Q1 		$384K Sell
5,749
-1,106
-16% -$72.5K 0.61% 12
2022
Q4 		$423K Sell
6,855
-590
-8% -$34.7K 0.72% 9
2022
Q3 		$392K Buy
7,445
+686
+10% +$40.3K 3.78% 6
2022
Q2 		$398K Buy
6,759
+255
+4% +$16.4K 3.53% 5
2022
Q1 		$452K Sell
6,504
-126
-2% -$8.91K 0.43% 16
2021
Q4 		$495K Buy
+6,630
New +$498K 0.34% 24

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

FSC Wealth Advisors's IEFA Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares Core MSCI EAFE ETF (IEFA) in Q4 2025, closing a stake of 11,591 shares — an estimated $1.01M sold.

FSC Wealth Advisors first reported a position in IEFA in Q4 2021 and held it in 16 quarters. The position peaked at $1.01M in Q3 2025. 2,344 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • FSC Wealth Advisors reported no remaining iShares Core MSCI EAFE ETF position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 11,591 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $1.01M.
  • FSC Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 16 quarters.
  • FSC Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.01M in Q3 2025.
  • 2,344 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.