Schaper Benz & Wise Investment Counsel’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Schaper Benz & Wise Investment Counsel’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
2025 Q3	–	Sell	-5,370	Closed	-$448K	–	158
2025 Q2	$448K	Sell	5,370 -96	-2%	-$7.62K	0.03%	122
2025 Q1	$414K	Hold	5,466	–	–	0.03%	124
2024 Q4	$384K	Hold	5,466	–	–	0.03%	122
2024 Q3	$427K	Hold	5,466	–	–	0.03%	120
2024 Q2	$397K	Hold	5,466	–	–	0.03%	118
2024 Q1	$406K	Hold	5,466	–	–	0.03%	119
2023 Q4	$385K	Hold	5,466	–	–	0.03%	111
2023 Q3	$352K	Hold	5,466	–	–	0.03%	114
2023 Q2	$369K	Hold	5,466	–	–	0.04%	115
2023 Q1	$365K	Hold	5,466	–	–	0.04%	115
2022 Q4	$337K	Buy	+5,466	New	+$322K	0.04%	114

Other funds holding IEFA

Bank of America

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

TIAA Trust, National Association

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return