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

Level Wealth Management’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	$2.1M	Buy	23,148 +423	+2%	+$39.5K	0.98%	15
2025 Q4	$2.03M	Sell	22,725 -17,329	-43%	-$1.53M	1.04%	15
2025 Q3	$3.5M	Sell	40,054 -1,946	-5%	-$165K	1.84%	10
2025 Q2	$3.51M	Buy	42,000 +39,281	+1,445%	+$3.12M	2.04%	10
2025 Q1	$206K	Buy	+2,719	New	+$203K	0.13%	52

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 Wealth Management's IEFA Position: Q1 2026 in Review

Level Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, buying an estimated $39.5K and bringing the position to 23,148 shares worth $2.1M. The position accounts for 0.98% of the portfolio, ranked #15.

Level Wealth Management first reported a position in IEFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.51M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Level Wealth Management held 23,148 shares of iShares Core MSCI EAFE ETF worth $2.1M as of Q1 2026.
Level Wealth Management bought 423 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $39.5K.
iShares Core MSCI EAFE ETF made up 0.98% of Level Wealth Management's portfolio in Q1 2026, its #15 holding.
Level Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
Level Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.51M in Q2 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Level Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.