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

MorganRosel 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	–	Sell	-4,996	Closed	-$447K	–	112
2025 Q4	$447K	Sell	4,996 -10	-0.2%	-$884	0.11%	90
2025 Q3	$437K	Buy	5,006 +40	+0.8%	+$3.4K	0.11%	90
2025 Q2	$415K	Sell	4,966 -1,148	-19%	-$91.1K	0.11%	88
2025 Q1	$463K	Sell	6,114 -2,444	-29%	-$183K	0.14%	84
2024 Q4	$601K	Buy	8,558 +3,749	+78%	+$277K	0.2%	78
2024 Q3	$375K	Hold	4,809	–	–	0.12%	87
2024 Q2	$349K	Hold	4,809	–	–	0.12%	85
2024 Q1	$357K	Sell	4,809 -1,497	-24%	-$107K	0.13%	86
2023 Q4	$444K	Buy	6,306 +41	+0.7%	+$2.7K	0.17%	73
2023 Q3	$403K	Hold	6,265	–	–	0.17%	78
2023 Q2	$423K	Buy	6,265 +404	+7%	+$27.4K	0.17%	78
2023 Q1	$392K	Hold	5,861	–	–	0.17%	76
2022 Q4	$361K	Hold	5,861	–	–	0.17%	78
2022 Q3	$309K	Sell	5,861 -1,544	-21%	-$90.8K	0.16%	79
2022 Q2	$436K	Buy	7,405 +1,542	+26%	+$98.9K	0.23%	72
2022 Q1	$408K	Hold	5,863	–	–	0.2%	69
2021 Q4	$438K	Hold	5,863	–	–	0.21%	63
2021 Q3	$435K	Hold	5,863	–	–	0.24%	66
2021 Q2	$439K	Buy	5,863 +1,095	+23%	+$82.7K	0.25%	63
2021 Q1	$344K	Sell	4,768 -357	-7%	-$25.5K	0.22%	65
2020 Q4	$354K	Hold	5,125	–	–	0.25%	63
2020 Q3	$309K	Hold	5,125	–	–	0.25%	62
2020 Q2	$293K	Sell	5,125 -275	-5%	-$14.9K	0.27%	61
2020 Q1	$269K	Hold	5,400	–	–	0.31%	57
2019 Q4	$352K	Hold	5,400	–	–	0.27%	60
2019 Q3	$330K	Hold	5,400	–	–	0.27%	59
2019 Q2	$332K	Hold	5,400	–	–	0.27%	55
2019 Q1	$328K	Hold	5,400	–	–	0.28%	55
2018 Q4	$297K	Buy	+5,400	New	+$317K	0.31%	55

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

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

MorganRosel Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 4,996 shares — an estimated $447K sold.

MorganRosel Wealth Management first reported a position in IEFA in Q4 2018 and held it in 29 quarters. The position peaked at $601K in Q4 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

MorganRosel Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
MorganRosel Wealth Management sold 4,996 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $447K.
MorganRosel Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and held it in 29 quarters.
MorganRosel Wealth Management's iShares Core MSCI EAFE ETF position peaked at $601K in Q4 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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