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

MMA Asset Management’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	$1.87M	Sell	20,704 -3,620	-15%	-$338K	0.66%	36
2025 Q4	$2.18M	Buy	24,324 +3,541	+17%	+$313K	0.78%	33
2025 Q3	$1.81M	Buy	20,783 +483	+2%	+$41K	0.61%	39
2025 Q2	$1.69M	Sell	20,300 -19	-0.1%	-$1.51K	0.65%	35
2025 Q1	$1.54M	Sell	20,319 -40	-0.2%	-$2.99K	0.65%	30
2024 Q4	$1.43M	Sell	20,359 -21,200	-51%	-$1.56M	0.63%	30
2024 Q3	$2.95M	Buy	41,559 +21,186	+104%	+$1.59M	0.79%	28
2024 Q2	$1.48M	Buy	20,373 +2	+0%	+$147	0.69%	30
2024 Q1	$1.51M	Sell	20,371 -984	-5%	-$70K	0.71%	29
2023 Q4	$1.5M	Sell	21,355 -25	-0.1%	-$1.65K	0.79%	31
2023 Q3	$1.38M	Sell	21,380 -65	-0.3%	-$4.35K	0.8%	31
2023 Q2	$1.45M	Buy	+21,445	New	+$1.45M	0.85%	30

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

MMA Asset Management's IEFA Position: Q1 2026 in Review

MMA Asset Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q1 2026, selling an estimated $338K and leaving 20,704 shares worth $1.87M. The position accounts for 0.66% of the portfolio, ranked #36.

MMA Asset Management first reported a position in IEFA in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.95M in Q3 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

MMA Asset Management held 20,704 shares of iShares Core MSCI EAFE ETF worth $1.87M as of Q1 2026.
MMA Asset Management sold 3,620 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $338K.
iShares Core MSCI EAFE ETF made up 0.66% of MMA Asset Management's portfolio in Q1 2026, its #36 holding.
MMA Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
MMA Asset Management's iShares Core MSCI EAFE ETF position peaked at $2.95M in Q3 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.