Indie Asset Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Indie Asset Partners’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	$258K	Buy	2,849 +94	+3%	+$8.77K	0.29%	68
2025 Q4	$246K	Sell	2,755 -750	-21%	-$66.3K	0.27%	68
2025 Q3	$306K	Buy	3,505 +25	+0.7%	+$2.12K	0.41%	51
2025 Q2	$291K	Buy	3,480 +104	+3%	+$8.25K	0.53%	47
2025 Q1	$255K	Hold	3,376	–	–	0.22%	75
2024 Q4	$237K	Buy	3,376 +443	+15%	+$32.7K	0.19%	99
2024 Q3	$229K	Buy	+2,933	New	+$220K	0.17%	103

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

Indie Asset Partners's IEFA Position: Q1 2026 in Review

Indie Asset Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q1 2026, buying an estimated $8.77K and bringing the position to 2,849 shares worth $258K. The position accounts for 0.29% of the portfolio, ranked #68.

Indie Asset Partners first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $306K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Indie Asset Partners held 2,849 shares of iShares Core MSCI EAFE ETF worth $258K as of Q1 2026.
Indie Asset Partners bought 94 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.77K.
iShares Core MSCI EAFE ETF made up 0.29% of Indie Asset Partners's portfolio in Q1 2026, its #68 holding.
Indie Asset Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
Indie Asset Partners's iShares Core MSCI EAFE ETF position peaked at $306K in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Indie Asset Partners's 13F filing for Q1 2026, filed 8 May 2026.