Schrum Private Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Schrum Private Wealth Management’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	$1.06M	Buy	11,762 +1,212	+11%	+$113K	0.81%	35
2025 Q4	$944K	Buy	10,550 +818	+8%	+$72.3K	0.7%	41
2025 Q3	$850K	Buy	9,732 +707	+8%	+$60.1K	0.62%	45
2025 Q2	$753K	Buy	9,025 +892	+11%	+$70.8K	0.6%	46
2025 Q1	$615K	Sell	8,133 -1,301	-14%	-$97.3K	0.54%	54
2024 Q4	$663K	Sell	9,434 -2,392	-20%	-$176K	0.56%	49
2024 Q3	$923K	Buy	11,826 +5,460	+86%	+$409K	0.48%	54
2024 Q2	$462K	Buy	6,366 +812	+15%	+$59.8K	0.42%	62
2024 Q1	$412K	Buy	5,554 +1,341	+32%	+$95.5K	0.37%	69
2023 Q4	$296K	Sell	4,213 -916	-18%	-$60.4K	0.42%	61
2023 Q3	$330K	Buy	5,129 +1,411	+38%	+$94.5K	0.38%	70
2023 Q2	$251K	Buy	3,718 +226	+6%	+$15.3K	0.27%	91
2023 Q1	$233K	Sell	3,492 -1,458	-29%	-$95.6K	0.27%	96
2022 Q4	$305K	Buy	+4,950	New	+$291K	0.36%	76

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

Schrum Private Wealth Management's IEFA Position: Q1 2026 in Review

Schrum Private Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q1 2026, buying an estimated $113K and bringing the position to 11,762 shares worth $1.06M. The position accounts for 0.81% of the portfolio, ranked #35.

Schrum Private Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Schrum Private Wealth Management held 11,762 shares of iShares Core MSCI EAFE ETF worth $1.06M as of Q1 2026.
Schrum Private Wealth Management bought 1,212 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $113K.
iShares Core MSCI EAFE ETF made up 0.81% of Schrum Private Wealth Management's portfolio in Q1 2026, its #35 holding.
Schrum Private Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.