MASECO Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MASECO Private Wealth’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	$2.5M	Sell	27,608 -3,451	-11%	-$322K	0.08%	42
2025 Q4	$2.78M	Sell	31,059 -1,187	-4%	-$105K	0.12%	35
2025 Q3	$2.81M	Sell	32,246 -3,191	-9%	-$271K	0.14%	28
2025 Q2	$2.96M	Buy	+35,437	New	+$2.81M	0.11%	42

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

MASECO Private Wealth's IEFA Position: Q1 2026 in Review

MASECO Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q1 2026, selling an estimated $322K and leaving 27,608 shares worth $2.5M. The position accounts for 0.08% of the portfolio, ranked #42.

MASECO Private Wealth first reported a position in IEFA in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.96M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

MASECO Private Wealth held 27,608 shares of iShares Core MSCI EAFE ETF worth $2.5M as of Q1 2026.
MASECO Private Wealth sold 3,451 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $322K.
iShares Core MSCI EAFE ETF made up 0.08% of MASECO Private Wealth's portfolio in Q1 2026, its #42 holding.
MASECO Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
MASECO Private Wealth's iShares Core MSCI EAFE ETF position peaked at $2.96M in Q2 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.