Howe & Rusling’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Howe & Rusling’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	$5.22M	Buy	57,658 +5,225	+10%	+$488K	0.34%	76
2025 Q4	$4.69M	Buy	52,433 +3,201	+7%	+$283K	0.31%	77
2025 Q3	$4.3M	Buy	49,232 +2,429	+5%	+$206K	0.29%	81
2025 Q2	$3.91M	Buy	46,803 +6,426	+16%	+$510K	0.29%	82
2025 Q1	$3.05M	Buy	40,377 +2,281	+6%	+$171K	0.26%	84
2024 Q4	$2.68M	Buy	38,096 +506	+1%	+$37.3K	0.23%	86
2024 Q3	$2.93M	Sell	37,590 -1,490	-4%	-$112K	0.25%	87
2024 Q2	$2.84M	Sell	39,080 -3,885	-9%	-$286K	0.26%	87
2024 Q1	$3.19M	Sell	42,965 -5,117	-11%	-$364K	0.31%	87
2023 Q4	$3.38M	Buy	48,082 +6,753	+16%	+$445K	0.36%	75
2023 Q3	$2.66M	Buy	41,329 +2,303	+6%	+$154K	0.31%	79
2023 Q2	$2.63M	Buy	39,026 +4,141	+12%	+$281K	0.29%	81
2023 Q1	$2.33M	Buy	34,885 +2,758	+9%	+$181K	0.28%	84
2022 Q4	$1.98M	Sell	32,127 -3,535	-10%	-$208K	0.25%	79
2022 Q3	$1.88M	Sell	35,662 -1,223	-3%	-$71.9K	0.25%	79
2022 Q2	$2.17M	Buy	36,885 +5,249	+17%	+$337K	0.28%	80
2022 Q1	$2.2M	Sell	31,636 -7,025	-18%	-$497K	0.25%	85
2021 Q4	$2.89M	Buy	38,661 +2,356	+6%	+$177K	0.34%	73
2021 Q3	$2.7M	Sell	36,305 -1,722	-5%	-$131K	0.34%	74
2021 Q2	$2.85M	Sell	38,027 -7,414	-16%	-$560K	0.36%	74
2021 Q1	$3.27M	Sell	45,441 -1,165	-2%	-$83.3K	0.44%	66
2020 Q4	$3.22M	Buy	46,606 +25,835	+124%	+$1.67M	0.49%	60
2020 Q3	$1.25M	Sell	20,771 -817	-4%	-$49.3K	0.21%	73
2020 Q2	$1.23M	Buy	21,588 +227	+1%	+$12.3K	0.23%	67
2020 Q1	$1.07M	Buy	21,361 +1,942	+10%	+$116K	0.23%	70
2019 Q4	$1.27M	Sell	19,419 -769	-4%	-$48.8K	0.21%	87
2019 Q3	$1.23M	Buy	20,188 +14	+0.1%	+$845	0.22%	87
2019 Q2	$1.24M	Sell	20,174 -1,316	-6%	-$80.6K	0.21%	85
2019 Q1	$1.31M	Buy	21,490 +1,224	+6%	+$72.2K	0.23%	84
2018 Q4	$1.11M	Buy	20,266 +10,938	+117%	+$642K	0.24%	79
2018 Q3	$598K	Buy	9,328 +1,398	+18%	+$89.1K	0.1%	97
2018 Q2	$503K	Sell	7,930 -585	-7%	-$38.7K	0.09%	98
2018 Q1	$561K	Hold	8,515	–	–	0.1%	99
2017 Q4	$563K	Hold	8,515	–	–	0.1%	109
2017 Q3	$546K	Hold	8,515	–	–	0.1%	110
2017 Q2	$518K	Hold	8,515	–	–	0.11%	98
2017 Q1	$493K	Sell	8,515 -671	-7%	-$37.7K	0.1%	99
2016 Q4	$493K	Buy	9,186 +7,186	+359%	+$386K	0.11%	97
2016 Q3	$110K	Buy	+2,000	New	+$108K	0.02%	184
2016 Q2	–	Sell	-212	Closed	-$11K	–	998
2016 Q1	$11K	Buy	+212	New	+$10.8K	﹤0.01%	505

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

Howe & Rusling's IEFA Position: Q1 2026 in Review

Howe & Rusling increased its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q1 2026, buying an estimated $488K and bringing the position to 57,658 shares worth $5.22M. The position accounts for 0.34% of the portfolio, ranked #76.

Howe & Rusling first reported a position in IEFA in Q1 2016 and has held it in 40 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Howe & Rusling held 57,658 shares of iShares Core MSCI EAFE ETF worth $5.22M as of Q1 2026.
Howe & Rusling bought 5,225 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $488K.
iShares Core MSCI EAFE ETF made up 0.34% of Howe & Rusling's portfolio in Q1 2026, its #76 holding.
Howe & Rusling first reported a position in iShares Core MSCI EAFE ETF in Q1 2016 and has held it in 40 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.