Schoolcraft Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Schoolcraft Capital’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	$641K	Sell	7,079 -82	-1%	-$7.65K	0.12%	43
2025 Q4	$641K	Hold	7,161	–	–	0.12%	42
2025 Q3	$625K	Sell	7,161 -242	-3%	-$20.6K	0.13%	42
2025 Q2	$618K	Sell	7,403 -242	-3%	-$19.2K	0.13%	43
2025 Q1	$578K	Sell	7,645 -192	-2%	-$14.4K	0.11%	48
2024 Q4	$551K	Hold	7,837	–	–	0.11%	46
2024 Q3	$612K	Sell	7,837 -7	-0.1%	-$524	0.12%	43
2024 Q2	$570K	Buy	7,844 +103	+1%	+$7.58K	0.12%	43
2024 Q1	$575K	Buy	7,741 +596	+8%	+$42.4K	0.13%	42
2023 Q4	$503K	Sell	7,145 -30	-0.4%	-$1.98K	0.13%	43
2023 Q3	$462K	Buy	7,175 +2,027	+39%	+$136K	0.13%	42
2023 Q2	$348K	Hold	5,148	–	–	0.1%	50
2023 Q1	$344K	Hold	5,148	–	–	0.1%	45
2022 Q4	$317K	Hold	5,148	–	–	0.1%	44
2022 Q3	$271K	Hold	5,148	–	–	0.09%	47
2022 Q2	$303K	Sell	5,148 -81	-2%	-$5.2K	0.1%	43
2022 Q1	$363K	Buy	5,229 +2	+0%	+$141	0.11%	44
2021 Q4	$390K	Buy	5,227 +19	+0.4%	+$1.43K	0.12%	40
2021 Q3	$387K	Hold	5,208	–	–	0.13%	37
2021 Q2	$390K	Buy	5,208 +15	+0.3%	+$1.13K	0.14%	39
2021 Q1	$374K	Hold	5,193	–	–	0.15%	37
2020 Q4	$359K	Buy	5,193 +971	+23%	+$62.8K	0.15%	35
2020 Q3	$254K	Hold	4,222	–	–	0.12%	42
2020 Q2	$241K	Buy	+4,222	New	+$229K	0.12%	45

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

Schoolcraft Capital's IEFA Position: Q1 2026 in Review

Schoolcraft Capital reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.1% in Q1 2026, selling an estimated $7.65K and leaving 7,079 shares worth $641K. The position accounts for 0.12% of the portfolio, ranked #43.

Schoolcraft Capital first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Schoolcraft Capital held 7,079 shares of iShares Core MSCI EAFE ETF worth $641K as of Q1 2026.
Schoolcraft Capital sold 82 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.65K.
iShares Core MSCI EAFE ETF made up 0.12% of Schoolcraft Capital's portfolio in Q1 2026, its #43 holding.
Schoolcraft Capital first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Schoolcraft Capital's 13F filing for Q1 2026, filed 13 May 2026.