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Savvy Advisors Inc’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Savvy Advisors Inc’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 		$16.3M Buy
180,314
+37,510
+26% +$3.5M 0.44% 48
2025
Q4 		$12.8M Buy
142,804
+60,965
+74% +$5.39M 0.41% 49
2025
Q3 		$7.15M Buy
81,839
+13,361
+20% +$1.14M 0.33% 59
2025
Q2 		$5.72M Buy
68,478
+18,512
+37% +$1.47M 0.38% 47
2025
Q1 		$3.78M Buy
49,966
+40,484
+427% +$3.03M 0.38% 51
2024
Q4 		$666K Sell
9,482
-415
-4% -$30.6K 0.08% 204
2024
Q3 		$772K Sell
9,897
-23,175
-70% -$1.73M 0.16% 132
2024
Q2 		$2.4M Buy
33,072
+29,303
+777% +$2.16M 0.78% 25
2024
Q1 		$280K Sell
3,769
-1,272
-25% -$90.5K 0.16% 168
2023
Q4 		$355K Buy
+5,041
New +$332K 0.34% 89

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Savvy Advisors Inc's IEFA Position: Q1 2026 in Review

Savvy Advisors Inc increased its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q1 2026, buying an estimated $3.5M and bringing the position to 180,314 shares worth $16.3M. The position accounts for 0.44% of the portfolio, ranked #48.

Savvy Advisors Inc first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Savvy Advisors Inc held 180,314 shares of iShares Core MSCI EAFE ETF worth $16.3M as of Q1 2026.
  • Savvy Advisors Inc bought 37,510 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.5M.
  • iShares Core MSCI EAFE ETF made up 0.44% of Savvy Advisors Inc's portfolio in Q1 2026, its #48 holding.
  • Savvy Advisors Inc first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.