S.A. Mason’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

S.A. Mason’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	$156K	Hold	1,725	–	–	0.06%	223
2025 Q4	$154K	Buy	1,725 +232	+16%	+$20.5K	0.06%	215
2025 Q3	$130K	Hold	1,493	–	–	0.06%	227
2025 Q2	$125K	Buy	+1,493	New	+$118K	0.06%	212
2020 Q2	–	Sell	-170	Closed	-$8K	–	330
2020 Q1	$8K	Hold	170	–	–	0.01%	330
2019 Q4	$11K	Buy	+170	New	+$10.8K	0.01%	339

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

S.A. Mason's IEFA Position: Q1 2026 in Review

S.A. Mason held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 1,725 shares worth $156K. The position accounts for 0.06% of the portfolio, ranked #223.

S.A. Mason first reported a position in IEFA in Q4 2019 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

S.A. Mason held 1,725 shares of iShares Core MSCI EAFE ETF worth $156K as of Q1 2026.
S.A. Mason left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.06% of S.A. Mason's portfolio in Q1 2026, its #223 holding.
S.A. Mason first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 6 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.