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Petix & Botte Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Petix & Botte Financial’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 		$19.3M Sell
104,924
-89,306
-46% -$8.34M 4.3% 3
2025
Q4 		$17.4M Buy
194,230
+24,757
+15% +$2.19M 3.94% 4
2025
Q3 		$14.8M Buy
169,473
+14,188
+9% +$1.21M 3.41% 6
2025
Q2 		$13M Buy
155,285
+12,892
+9% +$1.02M 3.18% 8
2025
Q1 		$10.8M Buy
142,393
+27,049
+23% +$2.02M 2.84% 13
2024
Q4 		$8.11M Buy
115,344
+75,573
+190% +$5.58M 2.13% 15
2024
Q3 		$3.1M Sell
39,771
-472
-1% -$35.3K 0.83% 24
2024
Q2 		$2.92M Sell
40,243
-173,143
-81% -$12.7M 0.83% 24
2024
Q1 		$15.8M Buy
213,386
+170,883
+402% +$12.2M 3.93% 4
2023
Q4 		$2.99M Sell
42,503
-1,038
-2% -$68.4K 0.88% 24
2023
Q3 		$2.8M Sell
43,541
-780
-2% -$52.2K 0.88% 23
2023
Q2 		$2.99M Buy
44,321
+24,492
+124% +$1.66M 0.93% 23
2023
Q1 		$1.33M Buy
+19,829
New +$1.3M 0.89% 24
2022
Q3 		$1.04M Buy
19,762
+234
+1% +$13.8K 0.79% 25
2022
Q2 		$1.15M Sell
19,528
-25,337
-56% -$1.63M 0.85% 24
2022
Q1 		$3.12M Buy
44,865
+25,808
+135% +$1.83M 0.96% 24
2021
Q4 		$1.42M Sell
19,057
-31,354
-62% -$2.36M 0.9% 24
2021
Q3 		$3.75M Buy
50,411
+21,890
+77% +$1.67M 1.27% 21
2021
Q2 		$2.13M Sell
28,521
-3,328
-10% -$251K 1.49% 18
2021
Q1 		$2.29M Sell
31,849
-4,073
-11% -$291K 1.7% 17
2020
Q4 		$2.48M Sell
35,922
-7,047
-16% -$456K 1.86% 17
2020
Q3 		$2.59M Sell
42,969
-65,012
-60% -$3.92M 2.06% 15
2020
Q2 		$3.13M Buy
107,981
+51,738
+92% +$2.8M 2.58% 15
2020
Q1 		$2.81M Sell
56,243
-10,192
-15% -$607K 2.73% 14
2019
Q4 		$4.34M Buy
+66,435
New +$4.21M 3.42% 8

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

Petix & Botte Financial's IEFA Position: Q1 2026 in Review

Petix & Botte Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 46% in Q1 2026, selling an estimated $8.34M and leaving 104,924 shares worth $19.3M. The position accounts for 4.3% of the portfolio, ranked #3.

Petix & Botte Financial first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Petix & Botte Financial held 104,924 shares of iShares Core MSCI EAFE ETF worth $19.3M as of Q1 2026.
  • Petix & Botte Financial sold 89,306 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.34M.
  • iShares Core MSCI EAFE ETF made up 4.3% of Petix & Botte Financial's portfolio in Q1 2026, its #3 holding.
  • Petix & Botte Financial first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.