Integrity Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Integrity Financial’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	$38.6K	Hold	426	–	–	0.02%	215
2025 Q4	$38.1K	Buy	426 +42	+11%	+$3.71K	0.02%	207
2025 Q3	$33.5K	Sell	384 -12	-3%	-$1.02K	0.02%	219
2025 Q2	$33.1K	Hold	396	–	–	0.02%	213
2025 Q1	$30K	Hold	396	–	–	0.02%	197
2024 Q4	$27.8K	Buy	396 +250	+171%	+$18.4K	0.02%	189
2024 Q3	$11.4K	Hold	146	–	–	0.01%	187
2024 Q2	$10.6K	Hold	146	–	–	0.01%	185
2024 Q1	$10.8K	Hold	146	–	–	0.01%	178
2023 Q4	$10.3K	Hold	146	–	–	0.01%	166
2023 Q3	$9.39K	Hold	146	–	–	0.01%	179
2023 Q2	$9.86K	Hold	146	–	–	0.01%	168
2023 Q1	$9.76K	Hold	146	–	–	0.01%	175
2022 Q4	$9K	Hold	146	–	–	0.01%	166
2022 Q3	$8K	Hold	146	–	–	0.01%	163
2022 Q2	$9K	Hold	146	–	–	0.01%	168
2022 Q1	$10K	Hold	146	–	–	0.01%	160
2021 Q4	$11K	Buy	+146	New	+$11K	0.01%	164

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

Integrity Financial's IEFA Position: Q1 2026 in Review

Integrity Financial held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 426 shares worth $38.6K. The position accounts for 0.02% of the portfolio, ranked #215.

Integrity Financial first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Integrity Financial held 426 shares of iShares Core MSCI EAFE ETF worth $38.6K as of Q1 2026.
Integrity Financial left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Integrity Financial's portfolio in Q1 2026, its #215 holding.
Integrity Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Integrity Financial's 13F filing for Q1 2026, filed 14 May 2026.