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

Heirloom 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	$489K	Buy	+5,404	New	+$504K	0.09%	64

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

Heirloom Wealth Management's IEFA Position: Q1 2026 in Review

Heirloom Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q1 2026: 5,404 shares worth $489K. The stake represents 0.09% of the portfolio and ranks #64 among its holdings.

2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Heirloom Wealth Management held 5,404 shares of iShares Core MSCI EAFE ETF worth $489K as of Q1 2026.
iShares Core MSCI EAFE ETF was a new Heirloom Wealth Management position in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.09% of Heirloom Wealth Management's portfolio in Q1 2026, its #64 holding.
2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.