Physician Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Physician Wealth 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	$11.4M	Sell	126,253 -4,921	-4%	-$459K	1.59%	16
2025 Q4	$11.7M	Sell	131,174 -2,920	-2%	-$258K	1.63%	18
2025 Q3	$11.7M	Sell	134,094 -10,891	-8%	-$925K	1.67%	16
2025 Q2	$12.1M	Sell	144,985 -3,685	-2%	-$292K	1.9%	15
2025 Q1	$11.2M	Buy	148,670 +1,586	+1%	+$119K	1.94%	13
2024 Q4	$10.3M	Sell	147,084 -6,917	-4%	-$510K	1.75%	15
2024 Q3	$11.7M	Sell	154,001 -6,245	-4%	-$467K	2.1%	14
2024 Q2	$12.1M	Sell	160,246 -367	-0.2%	-$27K	2.23%	12
2024 Q1	$11.4M	Sell	160,613 -16,029	-9%	-$1.14M	2.39%	9
2023 Q4	$12.2M	Sell	176,642 -6,057	-3%	-$399K	2.73%	7
2023 Q3	$11.7M	Sell	182,699 -723	-0.4%	-$48.4K	3%	7
2023 Q2	$12.4M	Sell	183,422 -382	-0.2%	-$25.9K	3.08%	8
2023 Q1	$12.6M	Sell	183,804 -16,232	-8%	-$1.06M	3.3%	8
2022 Q4	$13.4M	Sell	200,036 -12,178	-6%	-$717K	3.61%	6
2022 Q3	$11.7M	Sell	212,214 -29,918	-12%	-$1.76M	3.6%	5
2022 Q2	$15M	Sell	242,132 -19,258	-7%	-$1.24M	4.36%	5
2022 Q1	$17.3M	Sell	261,390 -17,619	-6%	-$1.25M	4.59%	5
2021 Q4	$20.8M	Buy	279,009 +5,866	+2%	+$441K	5.46%	5
2021 Q3	$20.8M	Buy	273,143 +6,629	+2%	+$504K	5.71%	3
2021 Q2	$19.9M	Buy	266,514 +4,729	+2%	+$357K	5.71%	3
2021 Q1	$19.4M	Buy	261,785 +3,895	+2%	+$278K	6.31%	2
2020 Q4	$18.6M	Sell	257,890 -12,431	-5%	-$804K	6.33%	2
2020 Q3	$15.9M	Sell	270,321 -4,106	-1%	-$248K	6.38%	2
2020 Q2	$16.5M	Buy	274,427 +41,842	+18%	+$2.27M	6.66%	2
2020 Q1	$11.9M	Sell	232,585 -20,465	-8%	-$1.22M	5.94%	2
2019 Q4	$16.6M	Buy	253,050 +12,540	+5%	+$795K	7.39%	2
2019 Q3	$15.5M	Buy	+240,510	New	+$14.5M	7.56%	2

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

Physician Wealth Advisors's IEFA Position: Q1 2026 in Review

Physician Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q1 2026, selling an estimated $459K and leaving 126,253 shares worth $11.4M. The position accounts for 1.59% of the portfolio, ranked #16.

Physician Wealth Advisors first reported a position in IEFA in Q3 2019 and has held it in 27 quarters since. The position peaked at $20.8M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Physician Wealth Advisors held 126,253 shares of iShares Core MSCI EAFE ETF worth $11.4M as of Q1 2026.
Physician Wealth Advisors sold 4,921 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $459K.
iShares Core MSCI EAFE ETF made up 1.59% of Physician Wealth Advisors's portfolio in Q1 2026, its #16 holding.
Physician Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
Physician Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $20.8M in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.