Prosperity Consulting Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Prosperity Consulting Group’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	$10.4M	Buy	114,778 +9,501	+9%	+$887K	0.46%	38
2025 Q4	$9.42M	Buy	105,277 +8,262	+9%	+$731K	0.42%	43
2025 Q3	$8.47M	Buy	97,015 +27,265	+39%	+$2.32M	0.42%	45
2025 Q2	$5.82M	Buy	69,750 +15,523	+29%	+$1.23M	0.42%	52
2025 Q1	$4.1M	Buy	54,227 +22,424	+71%	+$1.68M	0.32%	77
2024 Q4	$2.24M	Sell	31,803 -547	-2%	-$40.4K	0.17%	135
2024 Q3	$2.52M	Buy	+32,350	New	+$2.42M	0.2%	122

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

Prosperity Consulting Group's IEFA Position: Q1 2026 in Review

Prosperity Consulting Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9% in Q1 2026, buying an estimated $887K and bringing the position to 114,778 shares worth $10.4M. The position accounts for 0.46% of the portfolio, ranked #38.

Prosperity Consulting Group first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Prosperity Consulting Group held 114,778 shares of iShares Core MSCI EAFE ETF worth $10.4M as of Q1 2026.
Prosperity Consulting Group bought 9,501 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $887K.
iShares Core MSCI EAFE ETF made up 0.46% of Prosperity Consulting Group's portfolio in Q1 2026, its #38 holding.
Prosperity Consulting Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.