Invera Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Invera Wealth 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	$4.38M	Sell	48,349 -1,741	-3%	-$162K	2.81%	10
2025 Q4	$4.48M	Sell	50,090 -2,982	-6%	-$264K	2.83%	11
2025 Q3	$4.63M	Sell	53,072 -354	-0.7%	-$30.1K	2.86%	11
2025 Q2	$4.46M	Sell	53,426 -481	-0.9%	-$38.2K	2.91%	10
2025 Q1	$4.08M	Sell	53,907 -7,719	-13%	-$577K	2.64%	10
2024 Q4	$4.5M	Sell	61,626 -680	-1%	-$50.2K	4.46%	8
2024 Q3	$4.66M	Sell	62,306 -1,811	-3%	-$136K	4.63%	7
2024 Q2	$4.8M	Buy	64,117 +5,722	+10%	+$421K	4.92%	7
2024 Q1	$4.13M	Buy	58,395 +1,725	+3%	+$123K	3.51%	9
2023 Q4	$3.99M	Buy	+56,670	New	+$3.74M	2.49%	11

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

Invera Wealth Advisors's IEFA Position: Q1 2026 in Review

Invera Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.5% in Q1 2026, selling an estimated $162K and leaving 48,349 shares worth $4.38M. The position accounts for 2.81% of the portfolio, ranked #10.

Invera Wealth Advisors first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.8M in Q2 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Invera Wealth Advisors held 48,349 shares of iShares Core MSCI EAFE ETF worth $4.38M as of Q1 2026.
Invera Wealth Advisors sold 1,741 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $162K.
iShares Core MSCI EAFE ETF made up 2.81% of Invera Wealth Advisors's portfolio in Q1 2026, its #10 holding.
Invera Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Invera Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $4.8M in Q2 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Invera Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.