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

Montz Harcus 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	$12M	Buy	132,803 +8,357	+7%	+$780K	4.86%	6
2025 Q4	$11.1M	Buy	124,446 +1,859	+2%	+$164K	4.51%	5
2025 Q3	$10.7M	Buy	122,587 +2,502	+2%	+$213K	4.67%	5
2025 Q2	$10M	Buy	120,085 +2,363	+2%	+$188K	4.84%	5
2025 Q1	$8.91M	Buy	117,722 +13,968	+13%	+$1.04M	4.87%	5
2024 Q4	$7.29M	Buy	103,754 +4,576	+5%	+$338K	4.08%	9
2024 Q3	$7.74M	Buy	99,178 +1,561	+2%	+$117K	4.52%	8
2024 Q2	$7.09M	Buy	97,617 +7,893	+9%	+$581K	4.6%	8
2024 Q1	$6.66M	Buy	89,724 +3,579	+4%	+$255K	4.51%	8
2023 Q4	$6.06M	Buy	86,145 +7,027	+9%	+$463K	4.63%	9
2023 Q3	$5.09M	Buy	79,118 +315	+0.4%	+$21.1K	4.35%	8
2023 Q2	$5.32M	Buy	78,803 +828	+1%	+$56.2K	4.4%	9
2023 Q1	$5.21M	Sell	77,975 -199	-0.3%	-$13K	4.82%	8
2022 Q4	$4.82M	Buy	78,174 +121	+0.2%	+$7.12K	4.78%	7
2022 Q3	$4.11M	Buy	78,053 +235	+0.3%	+$13.8K	4.53%	8
2022 Q2	$4.58M	Buy	77,818 +54	+0.1%	+$3.46K	4.83%	6
2022 Q1	$5.41M	Buy	77,764 +1,038	+1%	+$73.4K	4.85%	7
2021 Q4	$5.73M	Buy	+76,726	New	+$5.77M	5.02%	6

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

Montz Harcus Wealth Management's IEFA Position: Q1 2026 in Review

Montz Harcus Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.7% in Q1 2026, buying an estimated $780K and bringing the position to 132,803 shares worth $12M. The position accounts for 4.86% of the portfolio, ranked #6.

Montz Harcus Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Montz Harcus Wealth Management held 132,803 shares of iShares Core MSCI EAFE ETF worth $12M as of Q1 2026.
Montz Harcus Wealth Management bought 8,357 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $780K.
iShares Core MSCI EAFE ETF made up 4.86% of Montz Harcus Wealth Management's portfolio in Q1 2026, its #6 holding.
Montz Harcus Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.