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Sensible Money’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sensible Money’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 		$502K Sell
5,545
-144
-3% -$13.4K 0.15% 44
2025
Q4 		$509K Sell
5,689
-174
-3% -$15.4K 0.16% 41
2025
Q3 		$512K Sell
5,863
-34
-0.6% -$2.89K 0.17% 40
2025
Q2 		$492K Buy
5,897
+5
+0.1% +$397 0.19% 40
2025
Q1 		$446K Hold
5,892
– – 0.19% 43
2024
Q4 		$414K Buy
5,892
+22
+0.4% +$1.62K 0.18% 46
2024
Q3 		$458K Buy
5,870
+125
+2% +$9.36K 0.2% 42
2024
Q2 		$417K Buy
5,745
+710
+14% +$52.2K 0.2% 46
2024
Q1 		$374K Sell
5,035
-24
-0.5% -$1.71K 0.2% 47
2023
Q4 		$356K Sell
5,059
-42
-0.8% -$2.77K 0.21% 47
2023
Q3 		$328K Hold
5,101
– – 0.23% 47
2023
Q2 		$344K Sell
5,101
-114
-2% -$7.73K 0.25% 46
2023
Q1 		$349K Sell
5,215
-50
-0.9% -$3.28K 0.3% 41
2022
Q4 		$325K Buy
+5,265
New +$310K 0.35% 44

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

Sensible Money's IEFA Position: Q1 2026 in Review

Sensible Money reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q1 2026, selling an estimated $13.4K and leaving 5,545 shares worth $502K. The position accounts for 0.15% of the portfolio, ranked #44.

Sensible Money first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $512K in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Sensible Money held 5,545 shares of iShares Core MSCI EAFE ETF worth $502K as of Q1 2026.
  • Sensible Money sold 144 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $13.4K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Sensible Money's portfolio in Q1 2026, its #44 holding.
  • Sensible Money first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • Sensible Money's iShares Core MSCI EAFE ETF position peaked at $512K in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Sensible Money's 13F filing for Q1 2026, filed 21 Apr 2026.