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IEFA icon

INVST’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

INVST’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 		$3.68M Buy
40,700
+14,236
+54% +$1.33M 0.42% 53
2025
Q4 		$2.37M Buy
26,464
+9,447
+56% +$835K 0.26% 69
2025
Q3 		$1.49M Sell
17,017
-13,607
-44% -$1.16M 0.17% 104
2025
Q2 		$2.56M Buy
30,624
+8,317
+37% +$660K 0.32% 61
2025
Q1 		$1.69M Sell
22,307
-2,976
-12% -$223K 0.23% 83
2024
Q4 		$1.78M Sell
25,283
-15,439
-38% -$1.14M 0.22% 82
2024
Q3 		$3.18M Buy
40,722
+2,128
+6% +$159K 0.38% 49
2024
Q2 		$2.81M Buy
38,594
+4,857
+14% +$357K 0.31% 54
2024
Q1 		$2.49M Buy
33,737
+7,971
+31% +$567K 0.3% 56
2023
Q4 		$1.8M Buy
25,766
+16,294
+172% +$1.07M 0.23% 67
2023
Q3 		$610K Buy
+9,472
New +$634K 0.09% 136
2021
Q4 		– Sell
-2,726
Closed -$202K – 193
2021
Q3 		$202K Sell
2,726
-1
-0% -$76 0.03% 186
2021
Q2 		$203K Buy
+2,727
New +$206K 0.03% 187
2021
Q1 		– Sell
-33,924
Closed -$2.34M – 204
2020
Q4 		$2.34M Sell
33,924
-18,215
-35% -$1.18M 0.43% 44
2020
Q3 		$3.16M Buy
52,139
+7,270
+16% +$438K 0.74% 35
2020
Q2 		$2.58M Sell
44,869
-41,817
-48% -$2.27M 0.77% 37
2020
Q1 		$4.13M Buy
86,686
+27,966
+48% +$1.66M 1.71% 26
2019
Q4 		$3.83M Buy
58,720
+21,605
+58% +$1.37M 1.44% 26
2019
Q3 		$2.25M Buy
+37,115
New +$2.24M 1.01% 29

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

INVST's IEFA Position: Q1 2026 in Review

INVST increased its iShares Core MSCI EAFE ETF (IEFA) stake by 54% in Q1 2026, buying an estimated $1.33M and bringing the position to 40,700 shares worth $3.68M. The position accounts for 0.42% of the portfolio, ranked #53.

INVST first reported a position in IEFA in Q3 2019 and has held it in 19 quarters since. The position peaked at $4.13M in Q1 2020. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • INVST held 40,700 shares of iShares Core MSCI EAFE ETF worth $3.68M as of Q1 2026.
  • INVST bought 14,236 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.33M.
  • iShares Core MSCI EAFE ETF made up 0.42% of INVST's portfolio in Q1 2026, its #53 holding.
  • INVST first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 19 quarters since.
  • INVST's iShares Core MSCI EAFE ETF position peaked at $4.13M in Q1 2020.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on INVST's 13F filing for Q1 2026, filed 13 May 2026.