Mayfair Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mayfair Advisory 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	$800K	Hold	8,834	–	–	0.28%	60
2025 Q4	$798K	Hold	8,834	–	–	0.31%	58
2025 Q3	$771K	Hold	8,834	–	–	0.33%	57
2025 Q2	$747K	Hold	8,834	–	–	0.35%	55
2025 Q1	$668K	Buy	8,834 +3,257	+58%	+$244K	0.39%	54
2024 Q4	$392K	Hold	5,577	–	–	0.23%	83
2024 Q3	$430K	Hold	5,577	–	–	0.27%	74
2024 Q2	$422K	Hold	5,577	–	–	0.29%	69
2024 Q1	$414K	Buy	5,577 +2,208	+66%	+$157K	0.3%	71
2023 Q4	$234K	Sell	3,369 -348	-9%	-$22.9K	0.2%	111
2023 Q3	$241K	Buy	3,717 +9	+0.2%	+$603	0.23%	99
2023 Q2	$246K	Hold	3,708	–	–	0.25%	98
2023 Q1	$254K	Buy	3,708 +126	+4%	+$8.26K	0.28%	91
2022 Q4	$230K	Buy	+3,582	New	+$211K	0.29%	95
2022 Q3	–	Sell	-3,266	Closed	-$203K	–	117
2022 Q2	$203K	Sell	3,266 -309	-9%	-$19.8K	0.27%	114
2022 Q1	$251K	Hold	3,575	–	–	0.32%	82
2021 Q4	$268K	Buy	3,575 +38	+1%	+$2.86K	0.36%	69
2021 Q3	$261K	Buy	3,537 +147	+4%	+$11.2K	0.4%	68
2021 Q2	$254K	Hold	3,390	–	–	0.4%	72
2021 Q1	$248K	Buy	3,390 +10	+0.3%	+$715	0.44%	67
2020 Q4	$234K	Sell	3,380 -288	-8%	-$18.6K	0.46%	67
2020 Q3	$221K	Hold	3,668	–	–	0.57%	49
2020 Q2	$210K	Buy	+3,668	New	+$199K	0.68%	43

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

Mayfair Advisory Group's IEFA Position: Q1 2026 in Review

Mayfair Advisory Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 8,834 shares worth $800K. The position accounts for 0.28% of the portfolio, ranked #60.

Mayfair Advisory Group first reported a position in IEFA in Q2 2020 and has held it in 23 quarters since. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Mayfair Advisory Group held 8,834 shares of iShares Core MSCI EAFE ETF worth $800K as of Q1 2026.
Mayfair Advisory Group left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.28% of Mayfair Advisory Group's portfolio in Q1 2026, its #60 holding.
Mayfair Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 23 quarters since.
2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Mayfair Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.