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MSH Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

MSH Capital Advisors’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 		$8.86M Buy
97,828
+14,651
+18% +$1.37M 1.87% 6
2025
Q4 		$7.44M Buy
83,177
+711
+0.9% +$62.9K 1.59% 9
2025
Q3 		$7.2M Buy
82,466
+15,920
+24% +$1.35M 1.93% 9
2025
Q2 		$5.56M Buy
66,546
+5,512
+9% +$437K 1.6% 12
2025
Q1 		$4.62M Buy
61,034
+2,497
+4% +$187K 1.43% 17
2024
Q4 		$4.11M Buy
58,537
+965
+2% +$71.2K 1.3% 19
2024
Q3 		$4.49M Buy
57,572
+1,270
+2% +$95.1K 1.37% 18
2024
Q2 		$4.09M Buy
56,302
+829
+1% +$61K 1.37% 18
2024
Q1 		$4.12M Buy
55,473
+2,720
+5% +$194K 1.45% 16
2023
Q4 		$3.71M Sell
52,753
-1,241
-2% -$81.8K 1.39% 15
2023
Q3 		$3.47M Sell
53,994
-1,213
-2% -$81.2K 1.36% 15
2023
Q2 		$3.73M Sell
55,207
-813
-1% -$55.1K 1.37% 15
2023
Q1 		$3.74M Buy
56,020
+619
+1% +$40.6K 1.6% 11
2022
Q4 		$3.41M Sell
55,401
-2,131
-4% -$125K 1.54% 11
2022
Q3 		$3.03M Sell
57,532
-5,092
-8% -$299K 1.49% 12
2022
Q2 		$3.69M Sell
62,624
-1,174
-2% -$75.3K 1.71% 10
2022
Q1 		$4.43M Buy
63,798
+899
+1% +$63.6K 1.83% 10
2021
Q4 		$4.69M Buy
+62,899
New +$4.73M 2.1% 8

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MSH Capital Advisors's IEFA Position: Q1 2026 in Review

MSH Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q1 2026, buying an estimated $1.37M and bringing the position to 97,828 shares worth $8.86M. The position accounts for 1.87% of the portfolio, ranked #6.

MSH Capital Advisors 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.

  • MSH Capital Advisors held 97,828 shares of iShares Core MSCI EAFE ETF worth $8.86M as of Q1 2026.
  • MSH Capital Advisors bought 14,651 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.37M.
  • iShares Core MSCI EAFE ETF made up 1.87% of MSH Capital Advisors's portfolio in Q1 2026, its #6 holding.
  • MSH Capital Advisors 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 MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.