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

Investment 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	$2.52M	Buy	27,877 +228	+0.8%	+$21.3K	0.64%	38
2025 Q4	$2.47M	Sell	27,649 -255	-0.9%	-$22.5K	0.64%	41
2025 Q3	$2.44M	Sell	27,904 -96	-0.3%	-$8.16K	0.66%	38
2025 Q2	$2.34M	Sell	28,000 -387	-1%	-$30.7K	0.71%	36
2025 Q1	$2.15M	Sell	28,387 -115	-0.4%	-$8.6K	0.72%	37
2024 Q4	$2M	Sell	28,502 -766	-3%	-$56.5K	0.67%	39
2024 Q3	$2.28M	Sell	29,268 -258	-0.9%	-$19.3K	0.79%	32
2024 Q2	$2.14M	Sell	29,526 -70	-0.2%	-$5.15K	0.83%	29
2024 Q1	$2.2M	Buy	29,596 +1,230	+4%	+$87.6K	0.91%	26
2023 Q4	$2M	Sell	28,366 -442	-2%	-$29.1K	0.92%	27
2023 Q3	$1.85M	Buy	28,808 +52	+0.2%	+$3.48K	0.96%	25
2023 Q2	$1.94M	Buy	28,756 +2,800	+11%	+$190K	0.99%	24
2023 Q1	$1.74M	Sell	25,956 -4,357	-14%	-$286K	1%	26
2022 Q4	$1.87M	Sell	30,313 -78	-0.3%	-$4.59K	1.15%	23
2022 Q3	$1.6M	Sell	30,391 -596	-2%	-$35K	1.11%	25
2022 Q2	$1.82M	Buy	30,987 +326	+1%	+$20.9K	1.24%	24
2022 Q1	$2.13M	Sell	30,661 -190	-0.6%	-$13.4K	1.29%	20
2021 Q4	$2.24M	Buy	+30,851	New	+$2.32M	1.43%	19

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

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

Investment Advisory Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.82% in Q1 2026, buying an estimated $21.3K and bringing the position to 27,877 shares worth $2.52M. The position accounts for 0.64% of the portfolio, ranked #38.

Investment Advisory Group first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Investment Advisory Group held 27,877 shares of iShares Core MSCI EAFE ETF worth $2.52M as of Q1 2026.
Investment Advisory Group bought 228 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $21.3K.
iShares Core MSCI EAFE ETF made up 0.64% of Investment Advisory Group's portfolio in Q1 2026, its #38 holding.
Investment Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.