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

Professional 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
2025 Q1	–	Sell	-286,279	Closed	-$20.1M	–	83
2024 Q4	$20.1M	Buy	286,279 +6,145	+2%	+$453K	2.78%	21
2024 Q3	$21.9M	Buy	280,134 +1,364	+0.5%	+$102K	2.87%	20
2024 Q2	$20.3M	Sell	278,770 -3,296	-1%	-$243K	2.77%	21
2024 Q1	$20.9M	Buy	282,066 +1,677	+0.6%	+$119K	2.84%	21
2023 Q4	$19.7M	Buy	280,389 +2,546	+0.9%	+$168K	2.82%	24
2023 Q3	$17.9M	Buy	277,843 +3,163	+1%	+$212K	2.94%	20
2023 Q2	$18.5M	Buy	274,680 +50,426	+22%	+$3.42M	2.81%	24
2023 Q1	$15M	Buy	+224,254	New	+$14.7M	2.34%	26

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Professional Advisory Services's IEFA Position: Q1 2025 in Review

Professional Advisory Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2025, closing a stake of 286,279 shares — an estimated $20.1M sold.

Professional Advisory Services first reported a position in IEFA in Q1 2023 and held it in 8 quarters. The position peaked at $21.9M in Q3 2024. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

Professional Advisory Services reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2025 after selling out during the quarter.
Professional Advisory Services sold 286,279 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $20.1M.
Professional Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and held it in 8 quarters.
Professional Advisory Services's iShares Core MSCI EAFE ETF position peaked at $21.9M in Q3 2024.
2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Professional Advisory Services's 13F filing for Q1 2025, filed 14 Apr 2025.