Panoramic Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Panoramic Investment 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	$2.23M	Buy	24,628 +342	+1%	+$31.9K	1.21%	27
2025 Q4	$2.17M	Sell	24,286 -8,580	-26%	-$759K	1.18%	28
2025 Q3	$2.87M	Buy	32,866 +1,579	+5%	+$134K	1.61%	19
2025 Q2	$2.61M	Buy	31,287 +1,780	+6%	+$141K	1.6%	21
2025 Q1	$2.23M	Buy	29,507 +869	+3%	+$65K	1.51%	21
2024 Q4	$2.01M	Buy	28,638 +3,226	+13%	+$238K	1.31%	23
2024 Q3	$1.98M	Buy	+25,412	New	+$1.9M	1.37%	21
2024 Q1	$2.07M	Sell	27,887 -3,346	-11%	-$238K	1.53%	17
2023 Q4	$2.2M	Sell	31,233 -3,652	-10%	-$241K	1.9%	14
2023 Q3	$2.24M	Buy	+34,885	New	+$2.34M	2.06%	12
2022 Q4	$1.3M	Buy	+21,015	New	+$1.24M	1.33%	19

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

Panoramic Investment Advisors's IEFA Position: Q1 2026 in Review

Panoramic Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.4% in Q1 2026, buying an estimated $31.9K and bringing the position to 24,628 shares worth $2.23M. The position accounts for 1.21% of the portfolio, ranked #27.

Panoramic Investment Advisors first reported a position in IEFA in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.87M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Panoramic Investment Advisors held 24,628 shares of iShares Core MSCI EAFE ETF worth $2.23M as of Q1 2026.
Panoramic Investment Advisors bought 342 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $31.9K.
iShares Core MSCI EAFE ETF made up 1.21% of Panoramic Investment Advisors's portfolio in Q1 2026, its #27 holding.
Panoramic Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 11 quarters since.
Panoramic Investment Advisors's iShares Core MSCI EAFE ETF position peaked at $2.87M in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Panoramic Investment Advisors's 13F filing for Q1 2026, filed 7 May 2026.