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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.07M Buy
11,771
+2,461
+26% +$230K 0.08% 210
2025
Q4
$833K Sell
9,310
-7,607
-45% -$673K 0.06% 248
2025
Q3
$1.48M Buy
16,917
+4,797
+40% +$408K 0.1% 157
2025
Q2
$1.01M Buy
12,120
+6,629
+121% +$526K 0.09% 185
2025
Q1
$415K Buy
5,491
+15
+0.3% +$1.12K 0.04% 343
2024
Q4
$385K Buy
5,476
+921
+20% +$67.9K 0.04% 353
2024
Q3
$356K Buy
4,555
+280
+7% +$21K 0.04% 398
2024
Q2
$300K Sell
4,275
-1,419
-25% -$104K 0.03% 411
2024
Q1
$423K Buy
5,694
+1,272
+29% +$90.5K 0.05% 300
2023
Q4
$311K Sell
4,422
-894
-17% -$58.9K 0.04% 323
2023
Q3
$342K Buy
+5,316
New +$356K 0.07% 261

Other funds holding IEFA

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

Insigneo Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q1 2026, buying an estimated $230K and bringing the position to 11,771 shares worth $1.07M. The position accounts for 0.08% of the portfolio, ranked #210.

Insigneo Advisory Services first reported a position in IEFA in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.48M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Insigneo Advisory Services held 11,771 shares of iShares Core MSCI EAFE ETF worth $1.07M as of Q1 2026.
  • Insigneo Advisory Services bought 2,461 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $230K.
  • iShares Core MSCI EAFE ETF made up 0.08% of Insigneo Advisory Services's portfolio in Q1 2026, its #210 holding.
  • Insigneo Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
  • Insigneo Advisory Services's iShares Core MSCI EAFE ETF position peaked at $1.48M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.