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

Horizons 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	$29.1K	Hold	321	–	–	0.02%	115
2025 Q4	$28.7K	Hold	321	–	–	0.02%	118
2025 Q3	$28K	Hold	321	–	–	0.02%	122
2025 Q2	$26.8K	Hold	321	–	–	0.02%	120
2025 Q1	$24.3K	Hold	321	–	–	0.02%	120
2024 Q4	$22.6K	Hold	321	–	–	0.02%	117
2024 Q3	$25.1K	Hold	321	–	–	0.02%	120
2024 Q2	$23.7K	Hold	321	–	–	0.02%	120
2024 Q1	$22.6K	Hold	321	–	–	0.01%	116
2023 Q4	$22.6K	Hold	321	–	–	0.01%	116
2023 Q3	$20.7K	Hold	321	–	–	0.02%	120
2023 Q2	$21.7K	Buy	+321	New	+$21.8K	0.02%	132

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Horizons Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 321 shares worth $29.1K. The position accounts for 0.02% of the portfolio, ranked #115.

Horizons Wealth Management first reported a position in IEFA in Q2 2023 and has held it in 12 quarters since. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Horizons Wealth Management held 321 shares of iShares Core MSCI EAFE ETF worth $29.1K as of Q1 2026.
Horizons Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Horizons Wealth Management's portfolio in Q1 2026, its #115 holding.
Horizons Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Horizons Wealth Management's 13F filing for Q1 2026, filed 2 Apr 2026.