Milestone Asset Management Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Milestone Asset Management 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	$1.81M	Sell	19,960 -600	-3%	-$56K	1.06%	31
2025 Q4	$1.84M	Buy	20,560 +629	+3%	+$55.6K	1.04%	31
2025 Q3	$1.74M	Buy	19,931 +608	+3%	+$51.7K	1.09%	29
2025 Q2	$1.61M	Buy	19,323 +522	+3%	+$41.4K	1.19%	29
2025 Q1	$1.42M	Sell	18,801 -219	-1%	-$16.4K	1.29%	29
2024 Q4	$1.34M	Buy	+19,020	New	+$1.4M	1.19%	27

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

Milestone Asset Management Group's IEFA Position: Q1 2026 in Review

Milestone Asset Management Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q1 2026, selling an estimated $56K and leaving 19,960 shares worth $1.81M. The position accounts for 1.06% of the portfolio, ranked #31.

Milestone Asset Management Group first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.84M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Milestone Asset Management Group held 19,960 shares of iShares Core MSCI EAFE ETF worth $1.81M as of Q1 2026.
Milestone Asset Management Group sold 600 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $56K.
iShares Core MSCI EAFE ETF made up 1.06% of Milestone Asset Management Group's portfolio in Q1 2026, its #31 holding.
Milestone Asset Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Milestone Asset Management Group's iShares Core MSCI EAFE ETF position peaked at $1.84M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Milestone Asset Management Group's 13F filing for Q1 2026, filed 15 May 2026.