Midland Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Midland Wealth Advisors’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	$167M	Sell	1,847,267 -247,524	-12%	-$23.1M	8.62%	4
2025 Q4	$187M	Buy	2,094,791 +51,286	+3%	+$4.54M	9.75%	3
2025 Q3	$178M	Sell	2,043,505 -7,739	-0.4%	-$658K	9.55%	3
2025 Q2	$171M	Buy	2,051,244 +4,703	+0.2%	+$373K	9.46%	4
2025 Q1	$155M	Buy	2,046,541 +25,922	+1%	+$1.94M	9.12%	4
2024 Q4	$142M	Buy	2,020,619 +10,603	+0.5%	+$782K	8.55%	4
2024 Q3	$157M	Buy	2,010,016 +76,119	+4%	+$5.7M	9.2%	2
2024 Q2	$140M	Sell	1,933,897 -7,850	-0.4%	-$578K	8.33%	4
2024 Q1	$144M	Buy	1,941,747 +59,844	+3%	+$4.26M	8.87%	4
2023 Q4	$132M	Buy	+1,881,903	New	+$124M	9.07%	4

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

Midland Wealth Advisors's IEFA Position: Q1 2026 in Review

Midland Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q1 2026, selling an estimated $23.1M and leaving 1,847,267 shares worth $167M. The position accounts for 8.62% of the portfolio, ranked #4.

Midland Wealth Advisors first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $187M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Midland Wealth Advisors held 1,847,267 shares of iShares Core MSCI EAFE ETF worth $167M as of Q1 2026.
Midland Wealth Advisors sold 247,524 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $23.1M.
iShares Core MSCI EAFE ETF made up 8.62% of Midland Wealth Advisors's portfolio in Q1 2026, its #4 holding.
Midland Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Midland Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $187M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Midland Wealth Advisors's 13F filing for Q1 2026, filed 7 May 2026.