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

Good Steward 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
2026 Q1	$5.5M	Buy	60,727 +5,487	+10%	+$512K	3.53%	8
2025 Q4	$4.94M	Buy	55,240 +8,166	+17%	+$722K	3.26%	10
2025 Q3	$4.11M	Buy	47,074 +7,940	+20%	+$675K	2.84%	12
2025 Q2	$3.27M	Buy	39,134 +17,026	+77%	+$1.35M	2.56%	10
2025 Q1	$1.67M	Buy	+22,108	New	+$1.65M	1.52%	14

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

Good Steward Wealth Advisors's IEFA Position: Q1 2026 in Review

Good Steward Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.9% in Q1 2026, buying an estimated $512K and bringing the position to 60,727 shares worth $5.5M. The position accounts for 3.53% of the portfolio, ranked #8.

Good Steward Wealth Advisors first reported a position in IEFA in Q1 2025 and has held it in 5 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Good Steward Wealth Advisors held 60,727 shares of iShares Core MSCI EAFE ETF worth $5.5M as of Q1 2026.
Good Steward Wealth Advisors bought 5,487 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $512K.
iShares Core MSCI EAFE ETF made up 3.53% of Good Steward Wealth Advisors's portfolio in Q1 2026, its #8 holding.
Good Steward Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Good Steward Wealth Advisors's 13F filing for Q1 2026, filed 4 May 2026.