Paladin Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Paladin Advisory 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
2023 Q1	–	Sell	-72,265	Closed	-$4.45M	–	363
2022 Q4	$4.45M	Sell	72,265 -4,724	-6%	-$278K	3.81%	4
2022 Q3	$4.05M	Sell	76,989 -5,760	-7%	-$339K	3.7%	4
2022 Q2	$4.87M	Buy	+82,749	New	+$5.31M	4.19%	3
2022 Q1	–	Sell	-60,026	Closed	-$4.48M	–	374
2021 Q4	$4.48M	Buy	+60,026	New	+$4.51M	3.64%	3

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

Paladin Advisory Group's IEFA Position: Q1 2026 in Review

Paladin Advisory Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 7.5% in Q1 2026, selling an estimated $195K and leaving 25,571 shares worth $2.31M. The position accounts for 1.76% of the portfolio, ranked #21.

Paladin Advisory Group first reported a position in IEFA in Q1 2022 and has held it in 14 quarters since. The position peaked at $8.32M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Paladin Advisory Group held 25,571 shares of iShares Core MSCI EAFE ETF worth $2.31M as of Q1 2026.
Paladin Advisory Group sold 2,087 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $195K.
iShares Core MSCI EAFE ETF made up 1.76% of Paladin Advisory Group's portfolio in Q1 2026, its #21 holding.
Paladin Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 14 quarters since.
Paladin Advisory Group's iShares Core MSCI EAFE ETF position peaked at $8.32M in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Paladin Advisory Group's 13F filing for Q1 2026, filed 30 Apr 2026.