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Safeguard Investment Advisory Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Safeguard Investment Advisory Group’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
-2,331
Closed -$209K – 149
2025
Q4 		$209K Sell
2,331
-521
-18% -$46.1K 0.05% 131
2025
Q3 		$249K Buy
2,852
+409
+17% +$34.8K 0.06% 115
2025
Q2 		$204K Buy
+2,443
New +$194K 0.05% 137

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Safeguard Investment Advisory Group's IEFA Position: Q1 2026 in Review

Safeguard Investment Advisory Group sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 2,331 shares — an estimated $209K sold.

Safeguard Investment Advisory Group first reported a position in IEFA in Q2 2025 and held it in 3 quarters. The position peaked at $249K in Q3 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Safeguard Investment Advisory Group reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 2,331 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $209K.
  • Safeguard Investment Advisory Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and held it in 3 quarters.
  • Safeguard Investment Advisory Group's iShares Core MSCI EAFE ETF position peaked at $249K in Q3 2025.
  • 2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.