Noble Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Noble Family Wealth’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	$1.25M	Hold	13,754	–	–	0.26%	37
2025 Q4	$1.23M	Hold	13,754	–	–	0.26%	37
2025 Q3	$1.2M	Hold	13,754	–	–	0.26%	37
2025 Q2	$1.15M	Hold	13,754	–	–	0.28%	36
2025 Q1	$1.04M	Hold	13,754	–	–	0.29%	34
2024 Q4	$967K	Buy	13,754 +1,067	+8%	+$78.7K	0.27%	37
2024 Q3	$990K	Hold	12,687	–	–	0.27%	38
2024 Q2	$922K	Hold	12,687	–	–	0.27%	40
2024 Q1	$942K	Hold	12,687	–	–	0.27%	40
2023 Q4	$893K	Buy	12,687 +8,840	+230%	+$583K	0.27%	39
2023 Q3	$248K	Buy	3,847 +1,847	+92%	+$124K	0.08%	57
2023 Q2	$135K	Buy	+2,000	New	+$136K	0.04%	65

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

Noble Family Wealth's IEFA Position: Q1 2026 in Review

Noble Family Wealth held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 13,754 shares worth $1.25M. The position accounts for 0.26% of the portfolio, ranked #37.

Noble Family Wealth first reported a position in IEFA in Q2 2023 and has held it in 12 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Noble Family Wealth held 13,754 shares of iShares Core MSCI EAFE ETF worth $1.25M as of Q1 2026.
Noble Family Wealth left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.26% of Noble Family Wealth's portfolio in Q1 2026, its #37 holding.
Noble Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 12 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Noble Family Wealth's 13F filing for Q1 2026, filed 9 Apr 2026.