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IEFA icon

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

REDW 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 		$4.32M Sell
47,750
-3,488
-7% -$326K 1.72% 15
2025
Q4 		$4.58M Sell
51,238
-4,077
-7% -$361K 1.75% 15
2025
Q3 		$4.83M Sell
55,315
-509
-0.9% -$43.2K 1.83% 14
2025
Q2 		$4.66M Sell
55,824
-616
-1% -$48.9K 1.85% 13
2025
Q1 		$4.27M Buy
56,440
+6,146
+12% +$460K 1.59% 14
2024
Q4 		$3.53M Buy
+50,294
New +$3.71M 1.23% 19
2023
Q4 		– Sell
-3,249
Closed -$209K – 153
2023
Q3 		$209K Buy
+3,249
New +$218K 0.06% 134

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

REDW Wealth's IEFA Position: Q1 2026 in Review

REDW Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.8% in Q1 2026, selling an estimated $326K and leaving 47,750 shares worth $4.32M. The position accounts for 1.72% of the portfolio, ranked #15.

REDW Wealth first reported a position in IEFA in Q3 2023 and has held it in 7 quarters since. The position peaked at $4.83M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • REDW Wealth held 47,750 shares of iShares Core MSCI EAFE ETF worth $4.32M as of Q1 2026.
  • REDW Wealth sold 3,488 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $326K.
  • iShares Core MSCI EAFE ETF made up 1.72% of REDW Wealth's portfolio in Q1 2026, its #15 holding.
  • REDW Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 7 quarters since.
  • REDW Wealth's iShares Core MSCI EAFE ETF position peaked at $4.83M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on REDW Wealth's 13F filing for Q1 2026, filed 8 May 2026.