McIlrath & Eck’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

McIlrath & Eck’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	$270K	Buy	2,984 +1,025	+52%	+$95.7K	0.02%	202
2025 Q4	$175K	Buy	1,959 +1,765	+910%	+$156K	0.02%	179
2025 Q3	$17K	Hold	194	–	–	﹤0.01%	534
2025 Q2	$16.2K	Buy	194 +3	+2%	+$238	﹤0.01%	516
2025 Q1	$14.5K	Hold	191	–	–	﹤0.01%	538
2024 Q4	$13.4K	Buy	191 +3	+2%	+$221	﹤0.01%	569
2024 Q3	$14.7K	Hold	188	–	–	﹤0.01%	547
2024 Q2	$13.7K	Buy	188 +37	+25%	+$2.72K	﹤0.01%	542
2024 Q1	$11.2K	Hold	151	–	–	﹤0.01%	578
2023 Q4	$10.6K	Hold	151	–	–	﹤0.01%	544
2023 Q3	$9.72K	Hold	151	–	–	﹤0.01%	547
2023 Q2	$10.2K	Hold	151	–	–	﹤0.01%	558
2023 Q1	$10.1K	Hold	151	–	–	﹤0.01%	551
2022 Q4	$9.31K	Hold	151	–	–	﹤0.01%	550
2022 Q3	$8K	Hold	151	–	–	﹤0.01%	573
2022 Q2	$9K	Hold	151	–	–	﹤0.01%	526
2022 Q1	$10K	Hold	151	–	–	﹤0.01%	526
2021 Q4	$11K	Hold	151	–	–	﹤0.01%	523
2021 Q3	$11K	Hold	151	–	–	﹤0.01%	512
2021 Q2	$11K	Hold	151	–	–	﹤0.01%	507
2021 Q1	$11K	Hold	151	–	–	﹤0.01%	468
2020 Q4	$10K	Hold	151	–	–	﹤0.01%	420
2020 Q3	$9K	Hold	151	–	–	﹤0.01%	401
2020 Q2	$9K	Hold	151	–	–	﹤0.01%	377
2020 Q1	$8K	Sell	151 -325	-68%	-$19.3K	﹤0.01%	343
2019 Q4	$31K	Buy	476 +325	+215%	+$20.6K	0.01%	180
2019 Q3	$9K	Hold	151	–	–	﹤0.01%	371
2019 Q2	$9K	Hold	151	–	–	0.01%	355
2019 Q1	$9K	Hold	151	–	–	0.01%	355
2018 Q4	$8K	Sell	151 -88	-37%	-$5.16K	0.01%	297
2018 Q3	$15K	Buy	+239	New	+$15.2K	0.01%	243

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

McIlrath & Eck's IEFA Position: Q1 2026 in Review

McIlrath & Eck increased its iShares Core MSCI EAFE ETF (IEFA) stake by 52% in Q1 2026, buying an estimated $95.7K and bringing the position to 2,984 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #202.

McIlrath & Eck first reported a position in IEFA in Q3 2018 and has held it in 31 quarters since. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

McIlrath & Eck held 2,984 shares of iShares Core MSCI EAFE ETF worth $270K as of Q1 2026.
McIlrath & Eck bought 1,025 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $95.7K.
iShares Core MSCI EAFE ETF made up 0.02% of McIlrath & Eck's portfolio in Q1 2026, its #202 holding.
McIlrath & Eck first reported a position in iShares Core MSCI EAFE ETF in Q3 2018 and has held it in 31 quarters since.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.