Level Four Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Level Four Advisory Services’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	$6.44M	Buy	71,185 +2,020	+3%	+$189K	0.21%	131
2025 Q4	$6.19M	Buy	69,165 +14,065	+26%	+$1.24M	0.2%	131
2025 Q3	$4.81M	Sell	55,100 -1,831	-3%	-$156K	0.16%	172
2025 Q2	$4.75M	Sell	56,931 -8,764	-13%	-$696K	0.18%	162
2025 Q1	$4.97M	Buy	65,695 +5,477	+9%	+$410K	0.2%	146
2024 Q4	$4.23M	Buy	60,218 +2,476	+4%	+$183K	0.17%	158
2024 Q3	$4.26M	Buy	57,742 +32	+0.1%	+$2.4K	0.18%	163
2024 Q2	$4.19M	Buy	57,710 +27,505	+91%	+$2.02M	0.19%	159
2024 Q1	$2.12M	Hold	30,205	–	–	0.12%	193
2023 Q4	$2.12M	Sell	30,205 -2,345	-7%	-$155K	0.12%	189
2023 Q3	$2.09M	Buy	32,550 +1,521	+5%	+$102K	0.14%	180
2023 Q2	$2.09M	Buy	31,029 +1,097	+4%	+$74.4K	0.13%	179
2023 Q1	$2M	Buy	29,932 +7,619	+34%	+$499K	0.13%	180
2022 Q4	$1.38M	Buy	22,313 +5,445	+32%	+$320K	0.1%	202
2022 Q3	$888K	Sell	16,868 -854	-5%	-$50.2K	0.09%	223
2022 Q2	$1.04M	Sell	17,722 -2,392	-12%	-$153K	0.1%	211
2022 Q1	$1.4M	Sell	20,114 -2,858	-12%	-$202K	0.11%	185
2021 Q4	$1.72M	Buy	22,972 +4,465	+24%	+$336K	0.13%	172
2021 Q3	$1.37M	Sell	18,507 -1,193	-6%	-$90.8K	0.14%	155
2021 Q2	$1.48M	Sell	19,700 -272	-1%	-$20.5K	0.1%	216
2021 Q1	$1.44M	Buy	19,972 +4,587	+30%	+$328K	0.11%	203
2020 Q4	$1.06M	Buy	15,385 +226	+1%	+$14.6K	0.09%	233
2020 Q3	$914K	Sell	15,159 -8,888	-37%	-$536K	0.07%	257
2020 Q2	$1.38M	Sell	24,047 -4,639	-16%	-$251K	0.11%	200
2020 Q1	$1.43M	Sell	28,686 -2,117	-7%	-$126K	0.17%	146
2019 Q4	$2.08M	Buy	30,803 +8,776	+40%	+$557K	0.08%	212
2019 Q3	$1.34M	Sell	22,027 -880	-4%	-$53.1K	0.14%	162
2019 Q2	$1.41M	Buy	22,907 +1,297	+6%	+$79.5K	0.14%	150
2019 Q1	$1.31M	Sell	21,610 -2,828	-12%	-$167K	0.14%	153
2018 Q4	$1.34M	Sell	24,438 -9,390	-28%	-$551K	0.17%	134
2018 Q3	$2.17M	Sell	33,828 -9,458	-22%	-$603K	0.23%	97
2018 Q2	$2.74M	Sell	43,286 -1,290	-3%	-$85.4K	0.2%	111
2018 Q1	$2.94M	Sell	44,576 -271	-0.6%	-$18.2K	0.23%	95
2017 Q4	$2.96M	Buy	44,847 +11,405	+34%	+$744K	0.23%	92
2017 Q3	$2.15M	Buy	33,442 +14,654	+78%	+$917K	0.19%	107
2017 Q2	$1.08M	Sell	18,788 -1,077	-5%	-$65K	0.17%	132
2017 Q1	$1.15M	Sell	19,865 -699	-3%	-$39.3K	0.12%	180
2016 Q4	$1.1M	Buy	+20,564	New	+$1.1M	0.14%	161

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

Level Four Advisory Services's IEFA Position: Q1 2026 in Review

Level Four Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q1 2026, buying an estimated $189K and bringing the position to 71,185 shares worth $6.44M. The position accounts for 0.21% of the portfolio, ranked #131.

Level Four Advisory Services first reported a position in IEFA in Q4 2016 and has held it in 38 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Level Four Advisory Services held 71,185 shares of iShares Core MSCI EAFE ETF worth $6.44M as of Q1 2026.
Level Four Advisory Services bought 2,020 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $189K.
iShares Core MSCI EAFE ETF made up 0.21% of Level Four Advisory Services's portfolio in Q1 2026, its #131 holding.
Level Four Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 38 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.