Mutual Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.83M | Buy |
42,306
+1,976
| +5% | +$184K | 0.08% | 234 |
|
|
2025
Q4 | $3.61M | Buy |
40,330
+880
| +2% | +$77.8K | 0.08% | 241 |
|
|
2025
Q3 | $3.49M | Buy |
39,450
+1,019
| +3% | +$86.6K | 0.08% | 245 |
|
|
2025
Q2 | $3.26M | Buy |
38,431
+2,610
| +7% | +$207K | 0.08% | 231 |
|
|
2025
Q1 | $2.8M | Sell |
35,821
-1,601
| -4% | -$120K | 0.08% | 231 |
|
|
2024
Q4 | $2.66M | Sell |
37,422
-35,670
| -49% | -$2.63M | 0.08% | 223 |
|
|
2024
Q3 | $5.46M | Sell |
73,092
-4,070
| -5% | -$305K | 0.16% | 123 |
|
|
2024
Q2 | $5.67M | Sell |
77,162
-1,222
| -2% | -$89.9K | 0.17% | 124 |
|
|
2024
Q1 | $5.82M | Buy |
78,384
+7,110
| +10% | +$506K | 0.19% | 105 |
|
|
2023
Q4 | $5.01M | Sell |
71,274
-564
| -0.8% | -$37.2K | 0.17% | 122 |
|
|
2023
Q3 | $4.62M | Sell |
71,838
-7,657
| -10% | -$513K | 0.18% | 115 |
|
|
2023
Q2 | $5.37M | Buy |
79,495
+18,643
| +31% | +$1.26M | 0.2% | 100 |
|
|
2023
Q1 | $4.07M | Sell |
60,852
-829
| -1% | -$54.3K | 0.17% | 123 |
|
|
2022
Q4 | $3.8M | Buy |
61,681
+12,982
| +27% | +$764K | 0.17% | 125 |
|
|
2022
Q3 | $2.56M | Buy |
48,699
+3,448
| +8% | +$203K | 0.13% | 158 |
|
|
2022
Q2 | $2.66M | Sell |
45,251
-2,669
| -6% | -$171K | 0.18% | 137 |
|
|
2022
Q1 | $3.33M | Sell |
47,920
-6,490
| -12% | -$459K | 0.19% | 120 |
|
|
2021
Q4 | $4.06M | Sell |
54,410
-10,973
| -17% | -$825K | 0.21% | 99 |
|
|
2021
Q3 | $4.86M | Buy |
65,383
+7,432
| +13% | +$565K | 0.29% | 76 |
|
|
2021
Q2 | $4.34M | Buy |
57,951
+19,391
| +50% | +$1.46M | 0.26% | 93 |
|
|
2021
Q1 | $2.78M | Buy |
38,560
+5,138
| +15% | +$367K | 0.19% | 131 |
|
|
2020
Q4 | $2.31M | Sell |
33,422
-6,915
| -17% | -$447K | 0.17% | 139 |
|
|
2020
Q3 | $2.43M | Sell |
40,337
-1,054
| -3% | -$63.6K | 0.21% | 113 |
|
|
2020
Q2 | $2.37M | Sell |
41,391
-148,870
| -78% | -$8.07M | 0.23% | 100 |
|
|
2020
Q1 | $9.49M | Buy |
190,261
+10,812
| +6% | +$643K | 1.29% | 11 |
|
|
2019
Q4 | $11.7M | Buy |
179,449
+126,238
| +237% | +$8.01M | 1.25% | 10 |
|
|
2019
Q3 | $3.25M | Sell |
53,211
-4,879
| -8% | -$294K | 0.43% | 50 |
|
|
2019
Q2 | $3.57M | Buy |
58,090
+18,811
| +48% | +$1.15M | 0.46% | 40 |
|
|
2019
Q1 | $2.39M | Buy |
39,279
+2,008
| +5% | +$119K | 0.35% | 64 |
|
|
2018
Q4 | $2.05M | Sell |
37,271
-4,476
| -11% | -$263K | 0.4% | 51 |
|
|
2018
Q3 | $2.67M | Sell |
41,747
-15,843
| -28% | -$1.01M | 0.41% | 46 |
|
|
2018
Q2 | $3.65M | Buy |
57,590
+9,002
| +19% | +$596K | 0.83% | 16 |
|
|
2018
Q1 | $3.2M | Buy |
48,588
+4,292
| +10% | +$288K | 0.81% | 15 |
|
|
2017
Q4 | $2.93M | Buy |
+44,296
| New | +$2.89M | 1.11% | 10 |
|
Other funds holding IEFA
Mutual Advisors's IEFA Position: Q1 2026 in Review
Mutual Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.9% in Q1 2026, buying an estimated $184K and bringing the position to 42,306 shares worth $3.83M. The position accounts for 0.08% of the portfolio, ranked #234.
Mutual Advisors first reported a position in IEFA in Q4 2017 and has held it in 34 quarters since. The position peaked at $11.7M in Q4 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Mutual Advisors held 42,306 shares of iShares Core MSCI EAFE ETF worth $3.83M as of Q1 2026.
- Mutual Advisors bought 1,976 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $184K.
- iShares Core MSCI EAFE ETF made up 0.08% of Mutual Advisors's portfolio in Q1 2026, its #234 holding.
- Mutual Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 34 quarters since.
- Mutual Advisors's iShares Core MSCI EAFE ETF position peaked at $11.7M in Q4 2019.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.