One Degree Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

One Degree 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	$5.71M	Buy	63,101 +2,096	+3%	+$196K	1.5%	18
2025 Q4	$5.46M	Buy	61,005 +3,809	+7%	+$337K	1.5%	18
2025 Q3	$4.99M	Buy	57,196 +11,330	+25%	+$963K	1.53%	17
2025 Q2	$3.83M	Sell	45,866 -10,441	-19%	-$829K	1.36%	19
2025 Q1	$4.26M	Sell	56,307 -1,136	-2%	-$84.9K	1.75%	18
2024 Q4	$4.3M	Buy	57,443 +5,745	+11%	+$424K	1.75%	18
2024 Q3	$4.04M	Buy	51,698 +951	+2%	+$71.2K	1.71%	18
2024 Q2	$3.69M	Sell	50,747 -2,301	-4%	-$169K	1.78%	17
2024 Q1	$3.94M	Buy	53,048 +131	+0.2%	+$9.32K	1.96%	15
2023 Q4	$3.68M	Buy	+52,917	New	+$3.49M	1.88%	18

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

One Degree Advisors's IEFA Position: Q1 2026 in Review

One Degree Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.4% in Q1 2026, buying an estimated $196K and bringing the position to 63,101 shares worth $5.71M. The position accounts for 1.5% of the portfolio, ranked #18.

One Degree Advisors first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

One Degree Advisors held 63,101 shares of iShares Core MSCI EAFE ETF worth $5.71M as of Q1 2026.
One Degree Advisors bought 2,096 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $196K.
iShares Core MSCI EAFE ETF made up 1.5% of One Degree Advisors's portfolio in Q1 2026, its #18 holding.
One Degree Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on One Degree Advisors's 13F filing for Q1 2026, filed 1 May 2026.