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

PAX 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 		$412K Sell
4,548
-393
-8% -$36.7K 0.07% 135
2025
Q4 		$442K Sell
4,941
-4,156
-46% -$368K 0.08% 145
2025
Q3 		$794K Sell
9,097
-1,353
-13% -$115K 0.14% 104
2025
Q2 		$872K Sell
10,450
-1,116
-10% -$88.6K 0.17% 103
2025
Q1 		$875K Sell
11,566
-966
-8% -$72.2K 0.16% 114
2024
Q4 		$881K Buy
12,532
+964
+8% +$71.1K 0.16% 116
2024
Q3 		$903K Sell
11,568
-2,009
-15% -$150K 0.16% 110
2024
Q2 		$986K Sell
13,577
-1,177
-8% -$86.6K 0.19% 92
2024
Q1 		$1.1M Buy
14,754
+172
+1% +$12.2K 0.22% 86
2023
Q4 		$1.02M Buy
14,582
+24
+0.2% +$1.58K 0.21% 87
2023
Q3 		$937K Sell
14,558
-436
-3% -$29.2K 0.21% 79
2023
Q2 		$1.01M Sell
14,994
-633
-4% -$42.9K 0.23% 69
2023
Q1 		$1.04M Sell
15,627
-813
-5% -$53.3K 0.25% 62
2022
Q4 		$1.01M Buy
16,440
+382
+2% +$22.5K 0.26% 64
2022
Q3 		$846K Buy
16,058
+8,779
+121% +$516K 0.22% 68
2022
Q2 		$428K Buy
7,279
+962
+15% +$61.7K 0.11% 141
2022
Q1 		$439K Buy
6,317
+3,557
+129% +$252K 0.1% 146
2021
Q4 		$206K Buy
+2,760
New +$207K 0.05% 198
2021
Q1 		– Sell
-77,142
Closed -$5.33M – 163
2020
Q4 		$5.33M Sell
77,142
-42,623
-36% -$2.76M 1.67% 15
2020
Q3 		$7.22M Buy
119,765
+4,751
+4% +$287K 2.54% 11
2020
Q2 		$6.57M Buy
+115,014
New +$6.23M 2.5% 11
2020
Q1 		– Sell
-181,208
Closed -$11.7M – 120
2019
Q4 		$11.7M Buy
+181,208
New +$11.5M 5% 3

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

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

PAX Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8% in Q1 2026, selling an estimated $36.7K and leaving 4,548 shares worth $412K. The position accounts for 0.07% of the portfolio, ranked #135.

PAX Financial Group first reported a position in IEFA in Q4 2019 and has held it in 22 quarters since. The position peaked at $11.7M in Q4 2019. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • PAX Financial Group held 4,548 shares of iShares Core MSCI EAFE ETF worth $412K as of Q1 2026.
  • PAX Financial Group sold 393 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $36.7K.
  • iShares Core MSCI EAFE ETF made up 0.07% of PAX Financial Group's portfolio in Q1 2026, its #135 holding.
  • PAX Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 22 quarters since.
  • PAX Financial Group's iShares Core MSCI EAFE ETF position peaked at $11.7M in Q4 2019.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on PAX Financial Group's 13F filing for Q1 2026, filed 27 Apr 2026.