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

Seneca Financial 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	$433K	Hold	4,785	–	–	0.13%	41
2025 Q4	$428K	Buy	4,785 +1,985	+71%	+$176K	0.13%	42
2025 Q3	$244K	Hold	2,800	–	–	0.08%	52
2025 Q2	$234K	Sell	2,800 -1	-0%	-$79	0.09%	51
2025 Q1	$212K	Buy	+2,801	New	+$209K	0.1%	49
2024 Q4	–	Sell	-2,801	Closed	-$219K	–	57
2024 Q3	$219K	Sell	2,801 -754	-21%	-$56.4K	0.11%	48
2024 Q2	$258K	Buy	3,555 +755	+27%	+$55.6K	0.13%	49
2024 Q1	$208K	Buy	+2,800	New	+$199K	0.11%	54
2023 Q4	–	Sell	-4,179	Closed	-$269K	–	58
2023 Q3	$269K	Hold	4,179	–	–	0.18%	43
2023 Q2	$282K	Buy	4,179 +26	+0.6%	+$1.76K	0.19%	43
2023 Q1	$278K	Hold	4,153	–	–	0.18%	45
2022 Q4	$256K	Buy	4,153 +7	+0.2%	+$412	0.16%	43
2022 Q3	$218K	Sell	4,146 -34	-0.8%	-$2K	0.16%	40
2022 Q2	$246K	Buy	4,180 +64	+2%	+$4.11K	0.17%	38
2022 Q1	$286K	Buy	4,116 +2	+0%	+$141	0.17%	35
2021 Q4	$307K	Buy	4,114 +23	+0.6%	+$1.73K	0.18%	37
2021 Q3	$304K	Hold	4,091	–	–	0.2%	34
2021 Q2	$306K	Buy	4,091 +18	+0.4%	+$1.36K	0.2%	34
2021 Q1	$293K	Hold	4,073	–	–	0.21%	34
2020 Q4	$281K	Buy	+4,073	New	+$263K	0.21%	32

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

Seneca Financial Advisors's IEFA Position: Q1 2026 in Review

Seneca Financial Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 4,785 shares worth $433K. The position accounts for 0.13% of the portfolio, ranked #41.

Seneca Financial Advisors first reported a position in IEFA in Q4 2020 and has held it in 20 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Seneca Financial Advisors held 4,785 shares of iShares Core MSCI EAFE ETF worth $433K as of Q1 2026.
Seneca Financial Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.13% of Seneca Financial Advisors's portfolio in Q1 2026, its #41 holding.
Seneca Financial Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 20 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Seneca Financial Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.