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Integrated Investment Consultants’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Integrated Investment Consultants’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 		$18.3M Buy
201,817
+4,391
+2% +$410K 3.88% 7
2025
Q4 		$17.7M Buy
197,426
+2,749
+1% +$243K 3.46% 6
2025
Q3 		$17M Buy
194,677
+8,601
+5% +$731K 2.88% 6
2025
Q2 		$15.5M Buy
186,076
+10,193
+6% +$809K 3.05% 5
2025
Q1 		$13.3M Buy
175,883
+6,061
+4% +$453K 2.65% 6
2024
Q4 		$11.9M Sell
169,822
-22,093
-12% -$1.63M 2.46% 5
2024
Q3 		$13.1M Buy
191,915
+8,551
+5% +$640K 2.86% 6
2024
Q2 		$13.6M Hold
183,364
– – 3.75% 6
2024
Q1 		$13.6M Sell
183,364
-2,624
-1% -$187K 3.75% 6
2023
Q4 		$13.1M Buy
185,988
+94,327
+103% +$6.22M 4.14% 5
2023
Q3 		$5.9M Sell
91,661
-812
-0.9% -$54.4K 2.14% 13
2023
Q2 		$6.24M Buy
92,473
+16,130
+21% +$1.09M 1.98% 14
2023
Q1 		$5.1M Buy
76,343
+5,398
+8% +$354K 1.6% 14
2022
Q4 		$4.37M Sell
70,945
-75,665
-52% -$4.45M 1.48% 15
2022
Q3 		$7.72M Sell
146,610
-14,566
-9% -$856K 3.07% 7
2022
Q2 		$9.48M Sell
161,176
-2,263
-1% -$145K 3.43% 7
2022
Q1 		$11.4M Buy
163,439
+130,177
+391% +$9.21M 3.09% 7
2021
Q4 		$2.48M Buy
+33,262
New +$2.5M 0.66% 29
2020
Q3 		– Sell
-13,824
Closed -$790K – 205
2020
Q2 		$790K Sell
13,824
-3,461
-20% -$188K 0.37% 45
2020
Q1 		$862K Buy
+17,285
New +$1.03M 0.51% 39
2018
Q2 		– Sell
-1,889
Closed -$124K – 419
2018
Q1 		$124K Buy
+1,889
New +$127K 0.05% 280

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

Integrated Investment Consultants's IEFA Position: Q1 2026 in Review

Integrated Investment Consultants increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.2% in Q1 2026, buying an estimated $410K and bringing the position to 201,817 shares worth $18.3M. The position accounts for 3.88% of the portfolio, ranked #7.

Integrated Investment Consultants first reported a position in IEFA in Q1 2018 and has held it in 21 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Integrated Investment Consultants held 201,817 shares of iShares Core MSCI EAFE ETF worth $18.3M as of Q1 2026.
  • Integrated Investment Consultants bought 4,391 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $410K.
  • iShares Core MSCI EAFE ETF made up 3.88% of Integrated Investment Consultants's portfolio in Q1 2026, its #7 holding.
  • Integrated Investment Consultants first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 21 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Integrated Investment Consultants's 13F filing for Q1 2026, filed 1 Jun 2026.