PKS Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

PKS Advisory Services’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	$6.4M	Buy	70,671 +847	+1%	+$79.1K	1.49%	8
2025 Q4	$6.25M	Sell	69,824 -4,777	-6%	-$422K	1.42%	8
2025 Q3	$6.51M	Buy	74,601 +17,660	+31%	+$1.5M	1.36%	9
2025 Q2	$4.75M	Sell	56,941 -4,511	-7%	-$358K	1.17%	10
2025 Q1	$4.67M	Buy	61,452 +12,564	+26%	+$939K	1.28%	10
2024 Q4	$3.44M	Buy	+48,888	New	+$3.61M	0.86%	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

PKS Advisory Services's IEFA Position: Q1 2026 in Review

PKS Advisory Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q1 2026, buying an estimated $79.1K and bringing the position to 70,671 shares worth $6.4M. The position accounts for 1.49% of the portfolio, ranked #8.

PKS Advisory Services first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.51M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

PKS Advisory Services held 70,671 shares of iShares Core MSCI EAFE ETF worth $6.4M as of Q1 2026.
PKS Advisory Services bought 847 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $79.1K.
iShares Core MSCI EAFE ETF made up 1.49% of PKS Advisory Services's portfolio in Q1 2026, its #8 holding.
PKS Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
PKS Advisory Services's iShares Core MSCI EAFE ETF position peaked at $6.51M in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.