Safe Harbor Fiduciary’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Safe Harbor Fiduciary’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	–	Sell	-4	Closed	-$358	–	115
2025 Q4	$358	Buy	+4	New	+$354	﹤0.01%	208
2025 Q2	$334	Hold	4	–	–	﹤0.01%	211
2025 Q1	$303	Hold	4	–	–	﹤0.01%	207
2024 Q4	$281	Hold	4	–	–	﹤0.01%	177
2024 Q3	$312	Buy	+4	New	+$299	﹤0.01%	189

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Safe Harbor Fiduciary's IEFA Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 4 shares — an estimated $358 sold.

Safe Harbor Fiduciary first reported a position in IEFA in Q3 2024 and held it in 5 quarters. The position peaked at $358 in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Safe Harbor Fiduciary reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 4 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $358.
Safe Harbor Fiduciary first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's iShares Core MSCI EAFE ETF position peaked at $358 in Q4 2025.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.