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IFC & Insurance Marketing’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

IFC & Insurance Marketing’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 		– Sell
-1,090
Closed -$97K – 334
2025
Q4 		$97K Buy
+1,090
New +$96.4K 0.1% 106

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Jones Financial Companies
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Wells Fargo
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

IFC & Insurance Marketing's IEFA Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 1,090 shares — an estimated $97K sold.

IFC & Insurance Marketing first reported a position in IEFA in Q4 2025 and held it in 1 quarter. The position peaked at $97K in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • IFC & Insurance Marketing reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • IFC & Insurance Marketing sold 1,090 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $97K.
  • IFC & Insurance Marketing first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and held it in 1 quarter.
  • IFC & Insurance Marketing's iShares Core MSCI EAFE ETF position peaked at $97K in Q4 2025.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.