Mowery & Schoenfeld Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Mowery & Schoenfeld 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	-136	Closed	-$12.2K	–	421
2025 Q4	$12.2K	Buy	+136	New	+$12K	0.02%	222
2025 Q2	–	Sell	-2,357	Closed	-$178K	–	421
2025 Q1	$178K	Buy	+2,357	New	+$176K	0.35%	53

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 $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's IEFA Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 136 shares — an estimated $12.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in IEFA in Q1 2025 and held it in 2 quarters. The position peaked at $178K in Q1 2025. 2,406 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Mowery & Schoenfeld Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Mowery & Schoenfeld Wealth Management sold 136 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $12.2K.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and held it in 2 quarters.
Mowery & Schoenfeld Wealth Management's iShares Core MSCI EAFE ETF position peaked at $178K in Q1 2025.
2,406 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.