Modern Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Modern Wealth 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	$9.96M	Sell	108,405 -7,652	-7%	-$714K	0.17%	135
2025 Q4	$10.4M	Buy	116,057 +7,455	+7%	+$659K	0.19%	125
2025 Q3	$9.48M	Sell	108,602 -416	-0.4%	-$35.3K	0.19%	126
2025 Q2	$9.1M	Buy	109,018 +6,242	+6%	+$495K	0.22%	103
2025 Q1	$7.78M	Buy	102,776 +91,322	+797%	+$6.83M	0.25%	88
2024 Q4	$805K	Buy	11,454 +3,240	+39%	+$239K	0.03%	287
2024 Q3	$641K	Sell	8,214 -125	-1%	-$9.36K	0.04%	219
2024 Q2	$606K	Sell	8,339 -88	-1%	-$6.48K	0.04%	194
2024 Q1	$625K	Buy	+8,427	New	+$600K	0.06%	149

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

Modern Wealth Management's IEFA Position: Q1 2026 in Review

Modern Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.6% in Q1 2026, selling an estimated $714K and leaving 108,405 shares worth $9.96M. The position accounts for 0.17% of the portfolio, ranked #135.

Modern Wealth Management first reported a position in IEFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $10.4M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Modern Wealth Management held 108,405 shares of iShares Core MSCI EAFE ETF worth $9.96M as of Q1 2026.
Modern Wealth Management sold 7,652 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $714K.
iShares Core MSCI EAFE ETF made up 0.17% of Modern Wealth Management's portfolio in Q1 2026, its #135 holding.
Modern Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
Modern Wealth Management's iShares Core MSCI EAFE ETF position peaked at $10.4M in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.