M Holdings Securities’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

M Holdings Securities’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	$3.79M	Buy	40,753 +426	+1%	+$39.8K	0.26%	78
2025 Q4	$3.61M	Buy	40,327 +15,006	+59%	+$1.33M	0.26%	70
2025 Q3	$2.21M	Sell	25,321 -16,329	-39%	-$1.39M	0.47%	31
2025 Q2	$3.47M	Buy	41,650 +25,400	+156%	+$2.02M	0.6%	38
2025 Q1	$1.23M	Sell	16,250 -211	-1%	-$15.8K	0.2%	79
2024 Q4	$1.16M	Sell	16,461 -928	-5%	-$68.5K	0.19%	78
2024 Q3	$1.36M	Sell	17,389 -6,020	-26%	-$451K	0.34%	42
2024 Q2	$1.7M	Buy	23,409 +3,948	+20%	+$291K	0.22%	70
2024 Q1	$1.44M	Sell	19,461 -386	-2%	-$27.5K	0.24%	65
2023 Q4	$1.4M	Sell	19,847 -5,112	-20%	-$337K	0.16%	94
2023 Q3	$1.61M	Buy	+24,959	New	+$1.67M	0.21%	82
2023 Q2	–	Sell	-16,758	Closed	-$1.12M	–	315
2023 Q1	$1.12M	Buy	16,758 +3,167	+23%	+$208K	0.12%	140
2022 Q4	$838K	Buy	13,591 +8,166	+151%	+$481K	0.09%	179
2022 Q3	$286K	Sell	5,425 -115	-2%	-$6.76K	0.03%	330
2022 Q2	$326K	Sell	5,540 -1,081	-16%	-$69.4K	0.03%	321
2022 Q1	$460K	Buy	+6,621	New	+$468K	0.03%	311
2021 Q2	$1.07M	Buy	14,283 +1,340	+10%	+$101K	0.1%	145
2021 Q1	$933K	Buy	12,943 +1,143	+10%	+$81.7K	0.09%	199
2020 Q4	$815K	Buy	+11,800	New	+$763K	0.1%	132
2020 Q2	–	Sell	-79,937	Closed	-$3.99M	–	195
2020 Q1	$3.99M	Buy	+79,937	New	+$4.76M	0.59%	47
2019 Q1	–	Sell	-5,590	Closed	-$307K	–	367
2018 Q4	$307K	Sell	5,590 -4,078	-42%	-$239K	0.1%	243
2018 Q3	$619K	Buy	+9,668	New	+$616K	0.16%	163
2014 Q4	–	Sell	-3,034	Closed	-$177K	–	291
2014 Q3	$177K	Buy	+3,034	New	+$184K	0.1%	195

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

M Holdings Securities's IEFA Position: Q1 2026 in Review

M Holdings Securities increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q1 2026, buying an estimated $39.8K and bringing the position to 40,753 shares worth $3.79M. The position accounts for 0.26% of the portfolio, ranked #78.

M Holdings Securities first reported a position in IEFA in Q3 2014 and has held it in 23 quarters since. The position peaked at $3.99M in Q1 2020. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

M Holdings Securities held 40,753 shares of iShares Core MSCI EAFE ETF worth $3.79M as of Q1 2026.
M Holdings Securities bought 426 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $39.8K.
iShares Core MSCI EAFE ETF made up 0.26% of M Holdings Securities's portfolio in Q1 2026, its #78 holding.
M Holdings Securities first reported a position in iShares Core MSCI EAFE ETF in Q3 2014 and has held it in 23 quarters since.
M Holdings Securities's iShares Core MSCI EAFE ETF position peaked at $3.99M in Q1 2020.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.