Salus Financial Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Salus Financial 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	$24.1M	Buy	265,686 +22,619	+9%	+$2.11M	14.03%	2
2025 Q4	$21.7M	Buy	243,067 +9,303	+4%	+$823K	13.03%	2
2025 Q3	$20.4M	Buy	233,764 +16,464	+8%	+$1.4M	12.59%	2
2025 Q2	$18.1M	Buy	217,300 +194,703	+862%	+$15.5M	12.19%	3
2025 Q1	$1.71M	Buy	+22,597	New	+$1.69M	1.29%	15

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

Salus Financial Advisors's IEFA Position: Q1 2026 in Review

Salus Financial Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.3% in Q1 2026, buying an estimated $2.11M and bringing the position to 265,686 shares worth $24.1M. The position accounts for 14.03% of the portfolio, ranked #2.

Salus Financial Advisors first reported a position in IEFA in Q1 2025 and has held it in 5 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Salus Financial Advisors held 265,686 shares of iShares Core MSCI EAFE ETF worth $24.1M as of Q1 2026.
Salus Financial Advisors bought 22,619 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.11M.
iShares Core MSCI EAFE ETF made up 14.03% of Salus Financial Advisors's portfolio in Q1 2026, its #2 holding.
Salus Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 5 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Salus Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.