IMA Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

IMA Advisory Services’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	$6.43K	Hold	71	–	–	﹤0.01%	363
2025 Q4	$6.35K	Hold	71	–	–	﹤0.01%	381
2025 Q3	$6.2K	Hold	71	–	–	﹤0.01%	331
2025 Q2	$5.93K	Hold	71	–	–	﹤0.01%	322
2025 Q1	$5.37K	Buy	+71	New	+$5.31K	﹤0.01%	321
2024 Q4	–	Sell	-71	Closed	-$5.54K	–	227
2024 Q3	$5.54K	Buy	+71	New	+$5.32K	﹤0.01%	251
2023 Q4	–	Sell	-1,231	Closed	-$79.2K	–	160
2023 Q3	$79.2K	Hold	1,231	–	–	0.02%	163
2023 Q2	$83.1K	Hold	1,231	–	–	0.02%	161
2023 Q1	$82.3K	Hold	1,231	–	–	0.02%	158
2022 Q4	$75.9K	Sell	1,231 -9	-0.7%	-$530	0.02%	171
2022 Q3	$65K	Buy	1,240 +58	+5%	+$3.41K	0.02%	176
2022 Q2	$70K	Buy	1,182 +925	+360%	+$59.3K	0.02%	181
2022 Q1	$18K	Buy	257 +9	+4%	+$637	﹤0.01%	211
2021 Q4	$19K	Sell	248 -3	-1%	-$225	﹤0.01%	222
2021 Q3	$19K	Hold	251	–	–	﹤0.01%	204
2021 Q2	$19K	Hold	251	–	–	﹤0.01%	202
2021 Q1	$18K	Hold	251	–	–	﹤0.01%	208
2020 Q4	$17K	Hold	251	–	–	﹤0.01%	192
2020 Q3	$15K	Buy	251 +25	+11%	+$1.51K	0.01%	188
2020 Q2	$13K	Sell	226 -1	-0.4%	-$54	﹤0.01%	193
2020 Q1	$11K	Hold	227	–	–	﹤0.01%	201
2019 Q4	$15K	Buy	227 +1	+0.4%	+$63	0.01%	196
2019 Q3	$14K	Hold	226	–	–	0.01%	198
2019 Q2	$14K	Hold	226	–	–	0.01%	190
2019 Q1	$14K	Hold	226	–	–	0.01%	196
2018 Q4	$12K	Sell	226 -39	-15%	-$2.29K	0.01%	208
2018 Q3	$17K	Hold	265	–	–	0.01%	196
2018 Q2	$17K	Buy	+265	New	+$17.5K	0.01%	227

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

IMA Advisory Services's IEFA Position: Q1 2026 in Review

IMA Advisory Services held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 71 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

IMA Advisory Services first reported a position in IEFA in Q2 2018 and has held it in 28 quarters since. The position peaked at $83.1K in Q2 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

IMA Advisory Services held 71 shares of iShares Core MSCI EAFE ETF worth $6.43K as of Q1 2026.
IMA Advisory Services left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #363 holding.
IMA Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 28 quarters since.
IMA Advisory Services's iShares Core MSCI EAFE ETF position peaked at $83.1K in Q2 2023.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.