IAG Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

IAG Wealth Partners’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$110K	Buy	1,131 +37	+3%	+$3.7K	0.01%	162
2025 Q4	$105K	Hold	1,094	–	–	0.01%	154
2025 Q3	$102K	Hold	1,094	–	–	0.01%	157
2025 Q2	$97.8K	Hold	1,094	–	–	0.01%	153
2025 Q1	$89.4K	Hold	1,094	–	–	0.01%	153
2024 Q4	$82.7K	Hold	1,094	–	–	0.01%	152
2024 Q3	$91.5K	Buy	1,094 +888	+431%	+$71.5K	0.02%	136
2024 Q2	$16.1K	Hold	206	–	–	﹤0.01%	288
2024 Q1	$16.5K	Hold	206	–	–	﹤0.01%	260
2023 Q4	$15.5K	Hold	206	–	–	﹤0.01%	260
2023 Q3	$14.2K	Hold	206	–	–	﹤0.01%	261
2023 Q2	$14.9K	Buy	+206	New	+$15K	﹤0.01%	268
2020 Q4	–	Sell	-56	Closed	-$4K	–	356
2020 Q3	$4K	Sell	56 -305	-84%	-$19.5K	﹤0.01%	291
2020 Q2	$22K	Sell	361 -582	-62%	-$33.7K	0.01%	156
2020 Q1	$51K	Sell	943 -300	-24%	-$19K	0.03%	94
2019 Q4	$87K	Buy	+1,243	New	+$84K	0.06%	75

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

IAG Wealth Partners's EFA Position: Q1 2026 in Review

IAG Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 3.4% in Q1 2026, buying an estimated $3.7K and bringing the position to 1,131 shares worth $110K. The position accounts for 0.01% of the portfolio, ranked #162.

IAG Wealth Partners first reported a position in EFA in Q4 2019 and has held it in 16 quarters since. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

IAG Wealth Partners held 1,131 shares of iShares MSCI EAFE ETF worth $110K as of Q1 2026.
IAG Wealth Partners bought 37 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $3.7K.
iShares MSCI EAFE ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #162 holding.
IAG Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 16 quarters since.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.