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Kooman & Associates’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kooman & Associates’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 		$1.59M Sell
17,535
-85
-0.5% -$7.93K 0.47% 14
2025
Q4 		$1.58M Sell
17,620
-1,174
-6% -$104K 0.47% 16
2025
Q3 		$1.64M Sell
18,794
-73
-0.4% -$6.2K 0.51% 17
2025
Q2 		$1.58M Buy
18,867
+31
+0.2% +$2.46K 0.53% 15
2025
Q1 		$1.42M Buy
18,836
+452
+2% +$33.8K 0.52% 16
2024
Q4 		$1.29M Buy
18,384
+806
+5% +$59.5K 0.47% 17
2024
Q3 		$1.37M Buy
17,578
+290
+2% +$21.7K 0.51% 17
2024
Q2 		$1.26M Buy
17,288
+398
+2% +$29.3K 0.5% 18
2024
Q1 		$1.25M Sell
16,890
-514
-3% -$36.6K 0.52% 17
2023
Q4 		$1.22M Buy
17,404
+1,408
+9% +$92.8K 0.55% 18
2023
Q3 		$1.03M Buy
15,996
+1,133
+8% +$75.9K 0.52% 17
2023
Q2 		$1M Sell
14,863
-1,097
-7% -$74.4K 0.5% 17
2023
Q1 		$1.07M Sell
15,960
-22
-0.1% -$1.44K 0.58% 15
2022
Q4 		$985K Buy
+15,982
New +$941K 0.97% 15

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

Kooman & Associates's IEFA Position: Q1 2026 in Review

Kooman & Associates reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.48% in Q1 2026, selling an estimated $7.93K and leaving 17,535 shares worth $1.59M. The position accounts for 0.47% of the portfolio, ranked #14.

Kooman & Associates first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.64M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Kooman & Associates held 17,535 shares of iShares Core MSCI EAFE ETF worth $1.59M as of Q1 2026.
  • Kooman & Associates sold 85 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.93K.
  • iShares Core MSCI EAFE ETF made up 0.47% of Kooman & Associates's portfolio in Q1 2026, its #14 holding.
  • Kooman & Associates first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Kooman & Associates's iShares Core MSCI EAFE ETF position peaked at $1.64M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Kooman & Associates's 13F filing for Q1 2026, filed 21 Apr 2026.