Michels Family Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Michels Family Financial’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	$258K	Sell	2,853 -134	-4%	-$12.5K	0.19%	122
2025 Q4	$267K	Buy	2,987 +3	+0.1%	+$265	0.2%	121
2025 Q3	$261K	Sell	2,984 -209	-7%	-$17.8K	0.2%	120
2025 Q2	$267K	Buy	3,193 +16	+0.5%	+$1.27K	0.23%	111
2025 Q1	$240K	Buy	3,177 +87	+3%	+$6.51K	0.22%	115
2024 Q4	$217K	Buy	+3,090	New	+$228K	0.2%	119

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

Michels Family Financial's IEFA Position: Q1 2026 in Review

Michels Family Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q1 2026, selling an estimated $12.5K and leaving 2,853 shares worth $258K. The position accounts for 0.19% of the portfolio, ranked #122.

Michels Family Financial first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $267K in Q4 2025. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Michels Family Financial held 2,853 shares of iShares Core MSCI EAFE ETF worth $258K as of Q1 2026.
Michels Family Financial sold 134 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $12.5K.
iShares Core MSCI EAFE ETF made up 0.19% of Michels Family Financial's portfolio in Q1 2026, its #122 holding.
Michels Family Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Michels Family Financial's iShares Core MSCI EAFE ETF position peaked at $267K in Q4 2025.
2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Michels Family Financial's 13F filing for Q1 2026, filed 24 Apr 2026.