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

RMR Wealth Builders’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	$62.9M	Buy	694,475 +43,675	+7%	+$4.08M	4.95%	5
2025 Q4	$58.2M	Buy	650,800 +46,318	+8%	+$4.1M	4.66%	5
2025 Q3	$52.8M	Buy	604,482 +28,098	+5%	+$2.39M	4.42%	5
2025 Q2	$48.1M	Buy	576,384 +29,799	+5%	+$2.37M	4.37%	5
2025 Q1	$41.3M	Buy	546,585 +12,245	+2%	+$916K	4.35%	5
2024 Q4	$37.6M	Buy	534,340 +46,766	+10%	+$3.45M	3.88%	6
2024 Q3	$38.1M	Buy	487,574 +14,305	+3%	+$1.07M	4.03%	6
2024 Q2	$34.4M	Buy	473,269 +24,714	+6%	+$1.82M	3.95%	6
2024 Q1	$33.3M	Buy	448,555 +34,291	+8%	+$2.44M	4.03%	6
2023 Q4	$29.1M	Buy	414,264 +58,560	+16%	+$3.86M	4.09%	6
2023 Q3	$22.9M	Buy	355,704 +43,993	+14%	+$2.95M	3.66%	7
2023 Q2	$21M	Buy	311,711 +11,266	+4%	+$764K	3.58%	7
2023 Q1	$20.1M	Buy	300,445 +22,334	+8%	+$1.46M	3.82%	7
2022 Q4	$17.1M	Buy	278,111 +19,206	+7%	+$1.13M	3.89%	8
2022 Q3	$13.6M	Buy	258,905 +134,335	+108%	+$7.9M	3.34%	9
2022 Q2	$7.33M	Buy	124,570 +16,076	+15%	+$1.03M	1.83%	15
2022 Q1	$7.54M	Buy	108,494 +16,442	+18%	+$1.16M	1.62%	14
2021 Q4	$6.88M	Buy	+92,052	New	+$6.92M	1.98%	12
2021 Q2	–	Sell	-81	Closed	-$6K	–	395
2021 Q1	$6K	Buy	+81	New	+$5.79K	﹤0.01%	651

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

RMR Wealth Builders's IEFA Position: Q1 2026 in Review

RMR Wealth Builders increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.7% in Q1 2026, buying an estimated $4.08M and bringing the position to 694,475 shares worth $62.9M. The position accounts for 4.95% of the portfolio, ranked #5.

RMR Wealth Builders first reported a position in IEFA in Q1 2021 and has held it in 19 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

RMR Wealth Builders held 694,475 shares of iShares Core MSCI EAFE ETF worth $62.9M as of Q1 2026.
RMR Wealth Builders bought 43,675 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $4.08M.
iShares Core MSCI EAFE ETF made up 4.95% of RMR Wealth Builders's portfolio in Q1 2026, its #5 holding.
RMR Wealth Builders first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 19 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on RMR Wealth Builders's 13F filing for Q1 2026, filed 22 Apr 2026.