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

Guidance Point 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 		$21.3M Buy
234,919
+565
+0.2% +$52.7K 5.04% 3
2025
Q4 		$21M Buy
234,354
+11,447
+5% +$1.01M 4.86% 4
2025
Q3 		$19.5M Sell
222,907
-9,085
-4% -$772K 4.69% 4
2025
Q2 		$19.4M Buy
231,992
+1,696
+0.7% +$135K 4.98% 4
2025
Q1 		$17.4M Sell
230,296
-16,928
-7% -$1.27M 4.96% 4
2024
Q4 		$17.4M Buy
247,224
+5,613
+2% +$414K 4.88% 4
2024
Q3 		$18.9M Buy
241,611
+3,376
+1% +$253K 5.51% 3
2024
Q2 		$17.3M Buy
238,235
+23,606
+11% +$1.74M 5.41% 4
2024
Q1 		$15.9M Buy
214,629
+1,133
+0.5% +$80.7K 5.2% 4
2023
Q4 		$15M Sell
213,496
-14,444
-6% -$952K 5.56% 3
2023
Q3 		$14.7M Buy
227,940
+789
+0.3% +$52.8K 5.97% 3
2023
Q2 		$15.3M Sell
227,151
-833
-0.4% -$56.5K 5.89% 3
2023
Q1 		$15.2M Buy
227,984
+6,993
+3% +$458K 6.15% 3
2022
Q4 		$13.6M Buy
220,991
+23,369
+12% +$1.38M 5.77% 3
2022
Q3 		$10.4M Buy
197,622
+6,141
+3% +$361K 4.76% 5
2022
Q2 		$11.3M Buy
191,481
+12,684
+7% +$814K 4.86% 4
2022
Q1 		$12.6M Buy
178,797
+7,246
+4% +$513K 4.77% 4
2021
Q4 		$12.8M Buy
171,551
+13,796
+9% +$1.04M 4.66% 5
2021
Q3 		$11.7M Buy
157,755
+17,748
+13% +$1.35M 4.27% 5
2021
Q2 		$10.5M Buy
140,007
+6,888
+5% +$520K 4.07% 6
2021
Q1 		$9.59M Sell
133,119
-333
-0.2% -$23.8K 3.98% 6
2020
Q4 		$9.22M Buy
133,452
+7,845
+6% +$507K 4.24% 6
2020
Q3 		$7.57M Sell
125,607
-8,291
-6% -$500K 4.17% 5
2020
Q2 		$7.65M Sell
133,898
-15,239
-10% -$826K 4.25% 5
2020
Q1 		$7.41M Sell
149,137
-5,169
-3% -$308K 4.82% 5
2019
Q4 		$10.1M Buy
154,306
+5,560
+4% +$353K 4.92% 4
2019
Q3 		$9.1M Buy
148,746
+1,112
+0.8% +$67.1K 4.98% 4
2019
Q2 		$9.06M Buy
147,634
+2,716
+2% +$166K 5.13% 4
2019
Q1 		$8.81M Sell
144,918
-24,819
-15% -$1.46M 5.2% 3
2018
Q4 		$8.33M Buy
+169,737
New +$9.96M 5.41% 3

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

Guidance Point Advisors's IEFA Position: Q1 2026 in Review

Guidance Point Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.24% in Q1 2026, buying an estimated $52.7K and bringing the position to 234,919 shares worth $21.3M. The position accounts for 5.04% of the portfolio, ranked #3.

Guidance Point Advisors first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Guidance Point Advisors held 234,919 shares of iShares Core MSCI EAFE ETF worth $21.3M as of Q1 2026.
  • Guidance Point Advisors bought 565 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $52.7K.
  • iShares Core MSCI EAFE ETF made up 5.04% of Guidance Point Advisors's portfolio in Q1 2026, its #3 holding.
  • Guidance Point Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Guidance Point Advisors's 13F filing for Q1 2026, filed 12 May 2026.