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

Scarborough 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 		$13.2M Buy
145,917
+13,137
+10% +$1.23M 1.45% 25
2025
Q4 		$11.9M Buy
132,780
+2,780
+2% +$246K 2.01% 17
2025
Q3 		$11.4M Buy
130,000
+18,123
+16% +$1.54M 2% 17
2025
Q2 		$9.34M Buy
111,877
+19,437
+21% +$1.54M 1.85% 16
2025
Q1 		$6.99M Buy
92,440
+4,463
+5% +$334K 1% 30
2024
Q4 		$6.18M Buy
87,977
+85,370
+3,275% +$6.3M 0.87% 30
2024
Q3 		$203K Sell
2,607
-92
-3% -$6.89K 0.03% 86
2024
Q2 		$196K Buy
2,699
+41
+2% +$3.02K 0.08% 51
2024
Q1 		$197K Sell
2,658
-661
-20% -$47.1K 0.09% 48
2023
Q4 		$233K Buy
+3,319
New +$219K 0.05% 72
2023
Q2 		– Sell
-4,155
Closed -$278K – 74
2023
Q1 		$278K Sell
4,155
-901
-18% -$59.1K 0.07% 56
2022
Q4 		$312K Sell
5,056
-1,946
-28% -$115K 0.08% 45
2022
Q3 		$369K Sell
7,002
-625
-8% -$36.8K 0.12% 48
2022
Q2 		$449K Sell
7,627
-21,372
-74% -$1.37M 0.15% 44
2022
Q1 		$2.02M Sell
28,999
-62,596
-68% -$4.43M 0.64% 32
2021
Q4 		$6.84M Buy
+91,595
New +$6.88M 2.35% 15

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

Scarborough Advisors's IEFA Position: Q1 2026 in Review

Scarborough Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.9% in Q1 2026, buying an estimated $1.23M and bringing the position to 145,917 shares worth $13.2M. The position accounts for 1.45% of the portfolio, ranked #25.

Scarborough Advisors first reported a position in IEFA in Q4 2021 and has held it in 16 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Scarborough Advisors held 145,917 shares of iShares Core MSCI EAFE ETF worth $13.2M as of Q1 2026.
  • Scarborough Advisors bought 13,137 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.23M.
  • iShares Core MSCI EAFE ETF made up 1.45% of Scarborough Advisors's portfolio in Q1 2026, its #25 holding.
  • Scarborough Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Scarborough Advisors's 13F filing for Q1 2026, filed 7 May 2026.