MPWM Advisory Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MPWM Advisory Solutions’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	$105K	Sell	1,163 -382	-25%	-$35.7K	0.06%	136
2025 Q4	$138K	Buy	1,545 +21	+1%	+$1.86K	0.08%	108
2025 Q3	$133K	Hold	1,524	–	–	0.08%	99
2025 Q2	$127K	Buy	1,524 +6	+0.4%	+$476	0.08%	100
2025 Q1	$115K	Hold	1,518	–	–	0.08%	90
2024 Q4	$107K	Buy	+1,518	New	+$112K	0.08%	98

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

MPWM Advisory Solutions's IEFA Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 25% in Q1 2026, selling an estimated $35.7K and leaving 1,163 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #136.

MPWM Advisory Solutions first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $138K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

MPWM Advisory Solutions held 1,163 shares of iShares Core MSCI EAFE ETF worth $105K as of Q1 2026.
MPWM Advisory Solutions sold 382 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $35.7K.
iShares Core MSCI EAFE ETF made up 0.06% of MPWM Advisory Solutions's portfolio in Q1 2026, its #136 holding.
MPWM Advisory Solutions first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
MPWM Advisory Solutions's iShares Core MSCI EAFE ETF position peaked at $138K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.