Mach-1 Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mach-1 Financial Group’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	$5.25M	Buy	58,035 +7,441	+15%	+$694K	1.85%	16
2025 Q4	$4.53M	Buy	50,594 +46,812	+1,238%	+$4.14M	0.93%	25
2025 Q3	$330K	Sell	3,782 -1,223	-24%	-$104K	0.05%	162
2025 Q2	$418K	Buy	+5,005	New	+$397K	0.12%	139
2023 Q2	–	Sell	-37	Closed	-$2.47M	–	261
2023 Q1	$2.47M	Buy	+37	New	+$2.43K	0.02%	217
2022 Q4	–	Sell	-502	Closed	-$25K	–	288
2022 Q3	$25K	Hold	502	–	–	0.03%	150
2022 Q2	$29K	Buy	502 +37	+8%	+$2.37K	0.02%	152
2022 Q1	$32K	Hold	465	–	–	0.02%	75
2021 Q4	$34K	Buy	+465	New	+$34.9K	0.02%	69

Other funds holding IEFA

Bank of America

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

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

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

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