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Phillips Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Phillips Financial Management’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 		$2.92M Sell
32,213
-5,385
-14% -$503K 0.21% 68
2025
Q4 		$3.36M Sell
37,598
-474
-1% -$41.9K 0.22% 64
2025
Q3 		$3.32M Sell
38,072
-1,821
-5% -$155K 0.22% 64
2025
Q2 		$3.33M Buy
39,893
+2,686
+7% +$213K 0.24% 62
2025
Q1 		$2.81M Sell
37,207
-108
-0.3% -$8.08K 0.22% 64
2024
Q4 		$2.62M Sell
37,315
-6,521
-15% -$481K 0.21% 67
2024
Q3 		$3.42M Sell
43,836
-227
-0.5% -$17K 0.27% 60
2024
Q2 		$3.2M Buy
44,063
+443
+1% +$32.6K 0.26% 65
2024
Q1 		$3.24M Sell
43,620
-763
-2% -$54.3K 0.27% 63
2023
Q4 		$3.12M Sell
44,383
-964
-2% -$63.5K 0.27% 64
2023
Q3 		$2.92M Sell
45,347
-553
-1% -$37K 0.28% 64
2023
Q2 		$3.1M Sell
45,900
-280
-0.6% -$19K 0.29% 62
2023
Q1 		$3.09M Sell
46,180
-1,152
-2% -$75.5K 0.3% 61
2022
Q4 		$2.92M Sell
47,332
-18,682
-28% -$1.1M 0.3% 64
2022
Q3 		$3.48M Sell
66,014
-22,323
-25% -$1.31M 0.38% 54
2022
Q2 		$5.2M Sell
88,337
-4,916
-5% -$315K 0.56% 40
2022
Q1 		$6.48M Buy
93,253
+5,550
+6% +$393K 0.61% 35
2021
Q4 		$6.55M Buy
87,703
+6,385
+8% +$480K 0.64% 34
2021
Q3 		$6.04M Sell
81,318
-25
-0% -$1.9K 0.63% 37
2021
Q2 		$6.09M Sell
81,343
-451
-0.6% -$34K 0.63% 34
2021
Q1 		$5.89M Sell
81,794
-189
-0.2% -$13.5K 0.72% 31
2020
Q4 		$5.66M Sell
81,983
-825
-1% -$53.3K 0.77% 30
2020
Q3 		$4.99M Buy
82,808
+5,628
+7% +$339K 0.78% 30
2020
Q2 		$4.41M Buy
77,180
+36,479
+90% +$1.98M 0.72% 32
2020
Q1 		$1.94M Buy
40,701
+9,084
+29% +$541K 0.38% 47
2019
Q4 		$2.06M Sell
31,617
-259
-0.8% -$16.4K 0.34% 49
2019
Q3 		$1.95M Sell
31,876
-1,968
-6% -$119K 0.34% 49
2019
Q2 		$2.09M Sell
33,844
-207
-0.6% -$12.7K 0.38% 47
2019
Q1 		$2.1M Hold
34,051
– – 0.4% 46
2018
Q4 		$1.87M Buy
34,051
+19,457
+133% +$1.14M 0.4% 44
2018
Q3 		$937K Sell
14,594
-866
-6% -$55.2K 0.19% 60
2018
Q2 		$970K Sell
15,460
-155
-1% -$10.3K 0.2% 56
2018
Q1 		$1.02M Buy
+15,615
New +$1.05M 0.22% 54

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

Phillips Financial Management's IEFA Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q1 2026, selling an estimated $503K and leaving 32,213 shares worth $2.92M. The position accounts for 0.21% of the portfolio, ranked #68.

Phillips Financial Management first reported a position in IEFA in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.55M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Phillips Financial Management held 32,213 shares of iShares Core MSCI EAFE ETF worth $2.92M as of Q1 2026.
  • Phillips Financial Management sold 5,385 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $503K.
  • iShares Core MSCI EAFE ETF made up 0.21% of Phillips Financial Management's portfolio in Q1 2026, its #68 holding.
  • Phillips Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
  • Phillips Financial Management's iShares Core MSCI EAFE ETF position peaked at $6.55M in Q4 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.