Investmark Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Investmark Advisory Group’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	$1.03M	Buy	11,395 +439	+4%	+$41K	0.44%	53
2025 Q4	$980K	Buy	10,956 +182	+2%	+$16.1K	0.42%	53
2025 Q3	$941K	Buy	10,774 +340	+3%	+$28.9K	0.41%	55
2025 Q2	$871K	Buy	10,434 +292	+3%	+$23.2K	0.41%	54
2025 Q1	$767K	Sell	10,142 -302	-3%	-$22.6K	0.38%	50
2024 Q4	$734K	Buy	10,444 +260	+3%	+$19.2K	0.36%	51
2024 Q3	$795K	Hold	10,184	–	–	0.39%	52
2024 Q2	$740K	Buy	10,184 +166	+2%	+$12.2K	0.39%	51
2024 Q1	$744K	Buy	10,018 +24	+0.2%	+$1.71K	0.41%	53
2023 Q4	$703K	Buy	9,994 +125	+1%	+$8.24K	0.41%	51
2023 Q3	$635K	Hold	9,869	–	–	0.43%	49
2023 Q2	$666K	Buy	9,869 +171	+2%	+$11.6K	0.44%	45
2023 Q1	$648K	Buy	9,698 +33	+0.3%	+$2.16K	0.48%	45
2022 Q4	$596K	Buy	9,665 +121	+1%	+$7.12K	0.44%	51
2022 Q3	$502K	Hold	9,544	–	–	0.45%	43
2022 Q2	$561K	Buy	9,544 +192	+2%	+$12.3K	0.55%	35
2022 Q1	$650K	Buy	9,352 +30	+0.3%	+$2.12K	0.67%	31
2021 Q4	$695K	Buy	+9,322	New	+$701K	0.65%	28

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

Investmark Advisory Group's IEFA Position: Q1 2026 in Review

Investmark Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4% in Q1 2026, buying an estimated $41K and bringing the position to 11,395 shares worth $1.03M. The position accounts for 0.44% of the portfolio, ranked #53.

Investmark Advisory Group 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.

Investmark Advisory Group held 11,395 shares of iShares Core MSCI EAFE ETF worth $1.03M as of Q1 2026.
Investmark Advisory Group bought 439 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $41K.
iShares Core MSCI EAFE ETF made up 0.44% of Investmark Advisory Group's portfolio in Q1 2026, its #53 holding.
Investmark Advisory Group 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 Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.