QTR Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

QTR Family Wealth’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	$382K	Sell	3,951 -161	-4%	-$15K	0.16%	148
2025 Q4	$400K	Sell	4,112 -204	-5%	-$18K	0.18%	131
2025 Q3	$377K	Sell	4,316 -443	-9%	-$37.6K	0.18%	122
2025 Q2	$397K	Buy	4,759 +21	+0.4%	+$1.67K	0.25%	92
2025 Q1	$358K	Buy	+4,738	New	+$354K	0.27%	99

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

QTR Family Wealth's IEFA Position: Q1 2026 in Review

QTR Family Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q1 2026, selling an estimated $15K and leaving 3,951 shares worth $382K. The position accounts for 0.16% of the portfolio, ranked #148.

QTR Family Wealth first reported a position in IEFA in Q1 2025 and has held it in 5 quarters since. The position peaked at $400K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

QTR Family Wealth held 3,951 shares of iShares Core MSCI EAFE ETF worth $382K as of Q1 2026.
QTR Family Wealth sold 161 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $15K.
iShares Core MSCI EAFE ETF made up 0.16% of QTR Family Wealth's portfolio in Q1 2026, its #148 holding.
QTR Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
QTR Family Wealth's iShares Core MSCI EAFE ETF position peaked at $400K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on QTR Family Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.