IA
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Insight Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Insight Advisors’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 		$285K Hold
3,152
– – 0.05% 189
2025
Q4 		$282K Sell
3,152
-314
-9% -$27.8K 0.04% 225
2025
Q3 		$303K Sell
3,466
-1
-0% -$85 0.05% 210
2025
Q2 		$289K Buy
3,467
+7
+0.2% +$556 0.05% 224
2025
Q1 		$262K Sell
3,460
-700
-17% -$52.3K 0.05% 243
2024
Q4 		$293K Sell
4,160
-78
-2% -$5.75K 0.05% 226
2024
Q3 		$331K Sell
4,238
-113
-3% -$8.46K 0.06% 214
2024
Q2 		$316K Buy
4,351
+737
+20% +$54.2K 0.06% 220
2024
Q1 		$268K Buy
3,614
+301
+9% +$21.4K 0.05% 247
2023
Q4 		$233K Hold
3,313
– – 0.05% 248
2023
Q3 		$213K Hold
3,313
– – 0.05% 254
2023
Q2 		$224K Sell
3,313
-194
-6% -$13.2K 0.05% 257
2023
Q1 		$234K Hold
3,507
– – 0.06% 268
2022
Q4 		$218K Buy
+3,507
New +$206K 0.08% 291
2022
Q3 		– Sell
-3,447
Closed -$213K – 297
2022
Q2 		$213K Hold
3,447
– – 0.07% 278
2022
Q1 		$240K Sell
3,447
-900
-21% -$63.7K 0.07% 280
2021
Q4 		$324K Sell
4,347
-75
-2% -$5.64K 0.1% 239
2021
Q3 		$343K Sell
4,422
-583
-12% -$44.4K 0.1% 228
2021
Q2 		$380K Sell
5,005
-822
-14% -$62.1K 0.12% 209
2021
Q1 		$433K Hold
5,827
– – 0.14% 194
2020
Q4 		$403K Buy
+5,827
New +$377K 0.15% 172

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Insight Advisors's IEFA Position: Q1 2026 in Review

Insight Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 3,152 shares worth $285K. The position accounts for 0.05% of the portfolio, ranked #189.

Insight Advisors first reported a position in IEFA in Q4 2020 and has held it in 21 quarters since. The position peaked at $433K in Q1 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Insight Advisors held 3,152 shares of iShares Core MSCI EAFE ETF worth $285K as of Q1 2026.
  • Insight Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
  • iShares Core MSCI EAFE ETF made up 0.05% of Insight Advisors's portfolio in Q1 2026, its #189 holding.
  • Insight Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 21 quarters since.
  • Insight Advisors's iShares Core MSCI EAFE ETF position peaked at $433K in Q1 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.