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L.J. Altfest & Co’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

L.J. Altfest & Co’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 		$1.44M Sell
15,879
-330
-2% -$30.8K 0.15% 113
2025
Q4 		$1.45M Sell
16,209
-68
-0.4% -$6.01K 0.16% 100
2025
Q3 		$1.42M Buy
16,277
+255
+2% +$21.7K 0.16% 100
2025
Q2 		$1.34M Sell
16,022
-1,990
-11% -$158K 0.16% 103
2025
Q1 		$1.36M Sell
18,012
-6
-0% -$449 0.17% 97
2024
Q4 		$1.27M Buy
18,018
+210
+1% +$15.5K 0.16% 97
2024
Q3 		$1.39M Buy
17,808
+1,761
+11% +$132K 0.19% 92
2024
Q2 		$1.17M Sell
16,047
-1,705
-10% -$125K 0.16% 101
2024
Q1 		$1.32M Buy
17,752
+2,226
+14% +$158K 0.19% 90
2023
Q4 		$1.09M Buy
15,526
+641
+4% +$42.2K 0.16% 113
2023
Q3 		$958K Buy
14,885
+954
+7% +$63.9K 0.15% 116
2023
Q2 		$940K Buy
13,931
+3,158
+29% +$214K 0.14% 114
2023
Q1 		$720K Sell
10,773
-506
-4% -$33.2K 0.11% 128
2022
Q4 		$695K Buy
11,279
+1,252
+12% +$73.7K 0.12% 122
2022
Q3 		$528K Buy
10,027
+1,446
+17% +$85K 0.1% 133
2022
Q2 		$505K Buy
8,581
+931
+12% +$59.7K 0.09% 146
2022
Q1 		$532K Buy
7,650
+2,590
+51% +$183K 0.09% 146
2021
Q4 		$378K Buy
5,060
+1,810
+56% +$136K 0.07% 183
2021
Q3 		$241K Buy
3,250
+191
+6% +$14.5K 0.05% 232
2021
Q2 		$229K Buy
+3,059
New +$231K 0.05% 247

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

L.J. Altfest & Co's IEFA Position: Q1 2026 in Review

L.J. Altfest & Co reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q1 2026, selling an estimated $30.8K and leaving 15,879 shares worth $1.44M. The position accounts for 0.15% of the portfolio, ranked #113.

L.J. Altfest & Co first reported a position in IEFA in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.45M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • L.J. Altfest & Co held 15,879 shares of iShares Core MSCI EAFE ETF worth $1.44M as of Q1 2026.
  • L.J. Altfest & Co sold 330 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $30.8K.
  • iShares Core MSCI EAFE ETF made up 0.15% of L.J. Altfest & Co's portfolio in Q1 2026, its #113 holding.
  • L.J. Altfest & Co first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 20 quarters since.
  • L.J. Altfest & Co's iShares Core MSCI EAFE ETF position peaked at $1.45M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.