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Northeast Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Northeast Financial Group’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 		– Sell
-6,956
Closed -$623K – 96
2025
Q4 		$623K Sell
6,956
-147
-2% -$13K 0.14% 53
2025
Q3 		$621K Sell
7,103
-438
-6% -$37.2K 0.15% 46
2025
Q2 		$630K Buy
7,541
+2,925
+63% +$232K 0.18% 53
2025
Q1 		$349K Sell
4,616
-5,633
-55% -$421K 0.12% 64
2024
Q4 		$720K Buy
10,249
+4,398
+75% +$324K 0.26% 45
2024
Q3 		$457K Sell
5,851
-389
-6% -$29.1K 0.17% 52
2024
Q2 		$453K Sell
6,240
-400
-6% -$29.4K 0.19% 47
2024
Q1 		$493K Sell
6,640
-490
-7% -$34.9K 0.22% 48
2023
Q4 		$502K Buy
7,130
+2,446
+52% +$161K 0.25% 50
2023
Q3 		$301K Sell
4,684
-15
-0.3% -$1K 0.19% 51
2023
Q2 		$317K Sell
4,699
-1,093
-19% -$74.1K 0.2% 49
2023
Q1 		$388K Sell
5,792
-1
-0% -$66 0.28% 40
2022
Q4 		$357K Buy
+5,793
New +$341K 0.28% 40

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

Northeast Financial Group's IEFA Position: Q1 2026 in Review

Northeast Financial Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 6,956 shares — an estimated $623K sold.

Northeast Financial Group first reported a position in IEFA in Q4 2022 and held it in 13 quarters. The position peaked at $720K in Q4 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Northeast Financial Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Northeast Financial Group sold 6,956 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $623K.
  • Northeast Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and held it in 13 quarters.
  • Northeast Financial Group's iShares Core MSCI EAFE ETF position peaked at $720K in Q4 2024.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Northeast Financial Group's 13F filing for Q1 2026, filed 15 May 2026.