North Ridge Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

North Ridge Wealth 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	$147K	Sell	1,627 -75	-4%	-$7K	0.08%	54
2025 Q4	$152K	Sell	1,702 -223	-12%	-$19.7K	0.09%	49
2025 Q3	$168K	Hold	1,925	–	–	0.1%	53
2025 Q2	$161K	Sell	1,925 -87	-4%	-$6.91K	0.1%	48
2025 Q1	$152K	Sell	2,012 -46	-2%	-$3.44K	0.1%	47
2024 Q4	$145K	Buy	+2,058	New	+$152K	0.1%	47
2023 Q2	–	Sell	-3,492	Closed	-$233K	–	39
2023 Q1	$233K	Buy	+3,492	New	+$229K	0.23%	37

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

North Ridge Wealth Advisors's IEFA Position: Q1 2026 in Review

North Ridge Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q1 2026, selling an estimated $7K and leaving 1,627 shares worth $147K. The position accounts for 0.08% of the portfolio, ranked #54.

North Ridge Wealth Advisors first reported a position in IEFA in Q1 2023 and has held it in 7 quarters since. The position peaked at $233K in Q1 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

North Ridge Wealth Advisors held 1,627 shares of iShares Core MSCI EAFE ETF worth $147K as of Q1 2026.
North Ridge Wealth Advisors sold 75 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7K.
iShares Core MSCI EAFE ETF made up 0.08% of North Ridge Wealth Advisors's portfolio in Q1 2026, its #54 holding.
North Ridge Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 7 quarters since.
North Ridge Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $233K in Q1 2023.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on North Ridge Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.