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Regal Investment Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Regal Investment Advisors’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 		$15M Buy
165,885
+9,359
+6% +$873K 0.87% 21
2025
Q4 		$14M Buy
156,526
+16,014
+11% +$1.42M 0.84% 23
2025
Q3 		$12.3M Buy
140,512
+15,878
+13% +$1.35M 0.8% 25
2025
Q2 		$10.4M Buy
124,634
+11,694
+10% +$928K 0.78% 26
2025
Q1 		$8.54M Buy
112,940
+7,970
+8% +$596K 0.69% 31
2024
Q4 		$7.38M Sell
104,970
-10,487
-9% -$774K 0.55% 44
2024
Q3 		$9.01M Sell
115,457
-4,228
-4% -$316K 0.63% 33
2024
Q2 		$8.69M Buy
119,685
+570
+0.5% +$41.9K 0.57% 39
2024
Q1 		$8.84M Buy
119,115
+39,940
+50% +$2.84M 0.6% 35
2023
Q4 		$5.57M Buy
79,175
+3,238
+4% +$213K 0.42% 66
2023
Q3 		$4.89M Sell
75,937
-93
-0.1% -$6.23K 0.41% 71
2023
Q2 		$5.13M Buy
76,030
+3,189
+4% +$216K 0.43% 68
2023
Q1 		$4.87M Sell
72,841
-2,173
-3% -$142K 0.43% 68
2022
Q4 		$4.62M Buy
75,014
+3,617
+5% +$213K 0.45% 62
2022
Q3 		$3.76M Buy
71,397
+4,810
+7% +$283K 0.4% 69
2022
Q2 		$3.92M Buy
66,587
+5,646
+9% +$362K 0.41% 68
2022
Q1 		$4.24M Buy
60,941
+1,330
+2% +$94.1K 0.39% 68
2021
Q4 		$4.45M Buy
59,611
+1,775
+3% +$133K 0.39% 65
2021
Q3 		$4.29M Buy
57,836
+1,388
+2% +$106K 0.42% 61
2021
Q2 		$4.23M Buy
+56,448
New +$4.26M 0.42% 60
2021
Q1 		– Sell
-63,445
Closed -$4.38M – 216
2020
Q4 		$4.38M Buy
+63,445
New +$4.1M 0.5% 52
2020
Q3 		– Sell
-63,406
Closed -$3.62M – 118
2020
Q2 		$3.62M Buy
+63,406
New +$3.44M 0.66% 39
2020
Q1 		– Sell
-49,500
Closed -$3.23M – 158
2019
Q4 		$3.23M Buy
49,500
+8,671
+21% +$550K 0.58% 47
2019
Q3 		$2.49M Buy
40,829
+3,811
+10% +$230K 0.49% 57
2019
Q2 		$2.27M Buy
37,018
+1,760
+5% +$108K 0.44% 70
2019
Q1 		$2.14M Sell
35,258
-1,821
-5% -$107K 0.44% 71
2018
Q4 		$2.04M Sell
37,079
-767
-2% -$45K 0.45% 66
2018
Q3 		$2.42M Buy
37,846
+6,816
+22% +$435K 0.51% 51
2018
Q2 		$1.97M Sell
31,030
-4,287
-12% -$284K 0.6% 46
2018
Q1 		$2.33M Buy
35,317
+3,158
+10% +$212K 0.51% 55
2017
Q4 		$2.13M Buy
32,159
+215
+0.7% +$14K 0.47% 70
2017
Q3 		$2.05M Buy
31,944
+1,113
+4% +$69.6K 0.48% 73
2017
Q2 		$1.88M Buy
30,831
+1,020
+3% +$61.6K 0.46% 82
2017
Q1 		$1.73M Buy
29,811
+6,745
+29% +$379K 0.45% 76
2016
Q4 		$1.24M Buy
+23,066
New +$1.24M 0.34% 95
2016
Q1 		– Sell
-4,951
Closed -$269K – 268
2015
Q4 		$269K Buy
4,951
+1,517
+44% +$84.2K 0.07% 212
2015
Q3 		$181K Buy
3,434
+767
+29% +$43.5K 0.05% 248
2015
Q2 		$155K Sell
2,667
-591
-18% -$35.9K 0.04% 274
2015
Q1 		$191K Sell
3,258
-3,331
-51% -$191K 0.05% 257
2014
Q4 		$365K Sell
6,589
-4,283
-39% -$243K 0.1% 171
2014
Q3 		$633K Buy
10,872
+1,480
+16% +$89.8K 0.19% 125
2014
Q2 		$584K Buy
9,392
+716
+8% +$44.4K 0.21% 120
2014
Q1 		$530K Buy
8,676
+541
+7% +$32.4K 0.22% 114
2013
Q4 		$494K Buy
8,135
+6,063
+293% +$358K 0.28% 103
2013
Q3 		$119K Buy
2,072
+1,771
+588% +$97.7K 0.07% 217
2013
Q2 		$16K Buy
+301
New +$16.3K 0.01% 500

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

Regal Investment Advisors's IEFA Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q1 2026, buying an estimated $873K and bringing the position to 165,885 shares worth $15M. The position accounts for 0.87% of the portfolio, ranked #21.

Regal Investment Advisors first reported a position in IEFA in Q2 2013 and has held it in 46 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Regal Investment Advisors held 165,885 shares of iShares Core MSCI EAFE ETF worth $15M as of Q1 2026.
  • Regal Investment Advisors bought 9,359 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $873K.
  • iShares Core MSCI EAFE ETF made up 0.87% of Regal Investment Advisors's portfolio in Q1 2026, its #21 holding.
  • Regal Investment Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2013 and has held it in 46 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.