Fusion Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $52.9M | Sell |
584,673
-1,203
| -0.2% | -$112K | 3.95% | 10 |
|
|
2025
Q4 | $52.4M | Buy |
585,876
+23,794
| +4% | +$2.1M | 3.97% | 10 |
|
|
2025
Q3 | $49.1M | Buy |
562,082
+3,356
| +0.6% | +$285K | 3.68% | 11 |
|
|
2025
Q2 | $46.6M | Buy |
558,726
+27,551
| +5% | +$2.19M | 3.94% | 10 |
|
|
2025
Q1 | $40.2M | Buy |
531,175
+49,982
| +10% | +$3.74M | 3.7% | 10 |
|
|
2024
Q4 | $33.8M | Sell |
481,193
-3,632
| -0.7% | -$268K | 3.1% | 11 |
|
|
2024
Q3 | $37.9M | Buy |
484,825
+9,271
| +2% | +$694K | 3.49% | 11 |
|
|
2024
Q2 | $34.6M | Sell |
475,554
-6,824
| -1% | -$502K | 3.52% | 11 |
|
|
2024
Q1 | $35.8M | Buy |
482,378
+1,266
| +0.3% | +$90.1K | 3.71% | 10 |
|
|
2023
Q4 | $33.9M | Buy |
481,112
+54,141
| +13% | +$3.57M | 3.82% | 10 |
|
|
2023
Q3 | $27.5M | Buy |
426,971
+1,311
| +0.3% | +$87.8K | 3.4% | 13 |
|
|
2023
Q2 | $28.7M | Sell |
425,660
-4,920
| -1% | -$334K | 3.45% | 13 |
|
|
2023
Q1 | $28.8M | Sell |
430,580
-6,559
| -2% | -$430K | 3.7% | 13 |
|
|
2022
Q4 | $26.9M | Buy |
437,139
+283,306
| +184% | +$16.7M | 3.69% | 13 |
|
|
2022
Q3 | $11.4M | Buy |
153,833
+16,731
| +12% | +$984K | 1.72% | 12 |
|
|
2022
Q2 | $8.07M | Buy |
137,102
+10,931
| +9% | +$701K | 1.16% | 13 |
|
|
2022
Q1 | $8.77M | Sell |
126,171
-18,344
| -13% | -$1.3M | 1.18% | 14 |
|
|
2021
Q4 | $10.8M | Sell |
144,515
-9,318
| -6% | -$700K | 1.61% | 12 |
|
|
2021
Q3 | $11.4M | Sell |
153,833
-31,624
| -17% | -$2.41M | 1.72% | 12 |
|
|
2021
Q2 | $13.9M | Sell |
185,457
-17,293
| -9% | -$1.31M | 2.08% | 12 |
|
|
2021
Q1 | $14.6M | Sell |
202,750
-398
| -0.2% | -$28.4K | 2.26% | 12 |
|
|
2020
Q4 | $14M | Sell |
203,148
-4,633
| -2% | -$300K | 2.48% | 12 |
|
|
2020
Q3 | $12.5M | Sell |
207,781
-6,030
| -3% | -$364K | 2.53% | 12 |
|
|
2020
Q2 | $12.2M | Buy |
213,811
+139,705
| +189% | +$7.57M | 2.88% | 12 |
|
|
2020
Q1 | $3.7M | Buy |
74,106
+40,189
| +118% | +$2.39M | 0.99% | 18 |
|
|
2019
Q4 | $2.21M | Buy |
33,917
+5,691
| +20% | +$361K | 0.51% | 20 |
|
|
2019
Q3 | $1.72M | Sell |
28,226
-8,023
| -22% | -$484K | 0.46% | 18 |
|
|
2019
Q2 | $2.23M | Buy |
36,249
+8,343
| +30% | +$511K | 0.55% | 20 |
|
|
2019
Q1 | $1.7M | Sell |
27,906
-12,570
| -31% | -$742K | 0.47% | 19 |
|
|
2018
Q4 | $2.23M | Buy |
40,476
+38,901
| +2,470% | +$2.28M | 0.65% | 21 |
|
|
2018
Q3 | $101K | Buy |
1,575
+662
| +73% | +$42.2K | 0.03% | 87 |
|
|
2018
Q2 | $580K | Buy |
913
+677
| +287% | +$44.8K | 0.16% | 33 |
|
|
2018
Q1 | $16K | Buy |
236
+140
| +146% | +$9.4K | 0.01% | 182 |
|
|
2017
Q4 | $6K | Buy |
96
+54
| +129% | +$3.52K | ﹤0.01% | 227 |
|
|
2017
Q3 | $3K | Buy |
42
+26
| +163% | +$1.63K | ﹤0.01% | 189 |
|
|
2017
Q2 | $1K | Buy |
+16
| New | +$966 | ﹤0.01% | 268 |
|
Other funds holding IEFA
Fusion Family Wealth's IEFA Position: Q1 2026 in Review
Fusion Family Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.21% in Q1 2026, selling an estimated $112K and leaving 584,673 shares worth $52.9M. The position accounts for 3.95% of the portfolio, ranked #10.
Fusion Family Wealth first reported a position in IEFA in Q2 2017 and has held it in 36 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Fusion Family Wealth held 584,673 shares of iShares Core MSCI EAFE ETF worth $52.9M as of Q1 2026.
- Fusion Family Wealth sold 1,203 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $112K.
- iShares Core MSCI EAFE ETF made up 3.95% of Fusion Family Wealth's portfolio in Q1 2026, its #10 holding.
- Fusion Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 36 quarters since.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Fusion Family Wealth's 13F filing for Q1 2026, filed 5 May 2026.