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King Wealth Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

King Wealth Management 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 		$7.67M Buy
84,670
+2,049
+2% +$191K 0.96% 25
2025
Q4 		$7.39M Buy
82,621
+1,442
+2% +$128K 0.89% 26
2025
Q3 		$7.09M Buy
81,179
+666
+0.8% +$56.6K 0.89% 26
2025
Q2 		$6.72M Buy
80,513
+1,597
+2% +$127K 0.91% 26
2025
Q1 		$5.97M Sell
78,916
-2,313
-3% -$173K 0.91% 26
2024
Q4 		$5.71M Sell
81,229
-2,007
-2% -$148K 0.83% 26
2024
Q3 		$6.5M Sell
83,236
-9,134
-10% -$684K 1.01% 25
2024
Q2 		$6.71M Sell
92,370
-4,084
-4% -$301K 1.12% 24
2024
Q1 		$7.16M Sell
96,454
-8,417
-8% -$599K 1.26% 22
2023
Q4 		$7.38M Sell
104,871
-6,137
-6% -$404K 1.43% 20
2023
Q3 		$7.14M Buy
111,008
+258
+0.2% +$17.3K 1.51% 20
2023
Q2 		$7.48M Buy
110,750
+2,063
+2% +$140K 1.51% 19
2023
Q1 		$7.27M Buy
108,687
+1,163
+1% +$76.2K 1.61% 18
2022
Q4 		$6.63M Sell
107,524
-11,381
-10% -$670K 1.58% 18
2022
Q3 		$6.26M Sell
118,905
-1,424
-1% -$83.7K 1.59% 17
2022
Q2 		$7.08M Sell
120,329
-2,611
-2% -$168K 1.7% 18
2022
Q1 		$8.55M Buy
122,940
+69,993
+132% +$4.95M 1.68% 17
2021
Q4 		$3.95M Buy
52,947
+292
+0.6% +$21.9K 0.73% 29
2021
Q3 		$3.91M Buy
52,655
+5,121
+11% +$390K 0.8% 27
2021
Q2 		$3.56M Buy
47,534
+6,164
+15% +$465K 0.73% 28
2021
Q1 		$2.98M Buy
41,370
+2,582
+7% +$185K 0.67% 30
2020
Q4 		$2.68M Buy
38,788
+1,426
+4% +$92.2K 0.63% 31
2020
Q3 		$2.25M Sell
37,362
-1,174
-3% -$70.8K 0.58% 31
2020
Q2 		$2.2M Buy
38,536
+16,843
+78% +$913K 0.65% 28
2020
Q1 		$1.08M Sell
21,693
-7,919
-27% -$471K 0.47% 34
2019
Q4 		$1.93M Buy
29,612
+5,754
+24% +$365K 0.51% 34
2019
Q3 		$1.46M Sell
23,858
-372
-2% -$22.5K 0.42% 37
2019
Q2 		$1.49M Buy
24,230
+198
+0.8% +$12.1K 0.44% 35
2019
Q1 		$1.46M Sell
24,032
-212
-0.9% -$12.5K 0.46% 38
2018
Q4 		$1.33M Sell
24,244
-1,256
-5% -$73.7K 0.48% 39
2018
Q3 		$1.63M Buy
25,500
+166
+0.7% +$10.6K 0.51% 38
2018
Q2 		$1.6M Sell
25,334
-204
-0.8% -$13.5K 0.55% 39
2018
Q1 		$1.68M Buy
25,538
+100
+0.4% +$6.72K 0.6% 37
2017
Q4 		$1.68M Buy
25,438
+5,652
+29% +$368K 0.59% 36
2017
Q3 		$1.27M Buy
19,786
+818
+4% +$51.2K 0.47% 41
2017
Q2 		$1.16M Sell
18,968
-163
-0.9% -$9.84K 0.46% 44
2017
Q1 		$1.11M Sell
19,131
-460
-2% -$25.9K 0.46% 42
2016
Q4 		$1.05M Sell
19,591
-84
-0.4% -$4.51K 0.47% 42
2016
Q3 		$1.08M Buy
19,675
+4,517
+30% +$244K 0.54% 38
2016
Q2 		$786K Sell
15,158
-25,496
-63% -$1.36M 0.42% 46
2016
Q1 		$2.16M Sell
40,654
-808
-2% -$41.2K 1.16% 21
2015
Q4 		$2.25M Buy
41,462
+619
+2% +$34.3K 1.24% 21
2015
Q3 		$2.16M Sell
40,843
-16,035
-28% -$909K 1.33% 19
2015
Q2 		$3.32M Buy
+56,878
New +$3.46M 1.81% 16

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

King Wealth Management Group's IEFA Position: Q1 2026 in Review

King Wealth Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q1 2026, buying an estimated $191K and bringing the position to 84,670 shares worth $7.67M. The position accounts for 0.96% of the portfolio, ranked #25.

King Wealth Management Group first reported a position in IEFA in Q2 2015 and has held it in 44 quarters since. The position peaked at $8.55M in Q1 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • King Wealth Management Group held 84,670 shares of iShares Core MSCI EAFE ETF worth $7.67M as of Q1 2026.
  • King Wealth Management Group bought 2,049 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $191K.
  • iShares Core MSCI EAFE ETF made up 0.96% of King Wealth Management Group's portfolio in Q1 2026, its #25 holding.
  • King Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2015 and has held it in 44 quarters since.
  • King Wealth Management Group's iShares Core MSCI EAFE ETF position peaked at $8.55M in Q1 2022.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.