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Seven Springs Wealth Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Seven Springs Wealth Group’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 		$708K Sell
7,821
-93
-1% -$8.68K 0.16% 42
2025
Q4 		$708K Hold
7,914
– – 0.2% 37
2025
Q3 		$691K Sell
7,914
-3,815
-33% -$324K 0.17% 41
2025
Q2 		$979K Hold
11,729
– – 0.24% 36
2025
Q1 		$887K Sell
11,729
-87
-0.7% -$6.51K 0.32% 33
2024
Q4 		$830K Sell
11,816
-27
-0.2% -$1.99K 0.31% 38
2024
Q3 		$924K Hold
11,843
– – 0.34% 33
2024
Q2 		$860K Sell
11,843
-62
-0.5% -$4.56K 0.34% 33
2024
Q1 		$884K Buy
11,905
+62
+0.5% +$4.41K 0.34% 32
2023
Q4 		$833K Hold
11,843
– – 0.38% 31
2023
Q3 		$762K Sell
11,843
-186
-2% -$12.5K 0.37% 32
2023
Q2 		$812K Sell
12,029
-37
-0.3% -$2.51K 0.39% 30
2023
Q1 		$807K Hold
12,066
– – 0.4% 31
2022
Q4 		$744K Sell
12,066
-329
-3% -$19.4K 0.36% 31
2022
Q3 		$653K Sell
12,395
-1,450
-10% -$85.3K 0.35% 33
2022
Q2 		$815K Sell
13,845
-3,476
-20% -$223K 0.41% 31
2022
Q1 		$1.2M Sell
17,321
-45,432
-72% -$3.21M 0.57% 22
2021
Q4 		$4.68M Buy
62,753
+1,191
+2% +$89.5K 2.14% 11
2021
Q3 		$4.57M Buy
61,562
+544
+0.9% +$41.4K 2.24% 11
2021
Q2 		$4.57M Buy
61,018
+5,109
+9% +$386K 1.98% 12
2021
Q1 		$4.03M Buy
55,909
+6,414
+13% +$458K 1.9% 12
2020
Q4 		$3.42M Sell
49,495
-2,046
-4% -$132K 1.77% 12
2020
Q3 		$3.11M Sell
51,541
-37,487
-42% -$2.26M 1.95% 11
2020
Q2 		$5.09M Buy
89,028
+488
+0.6% +$26.4K 3.24% 8
2020
Q1 		$4.42M Sell
88,540
-82,055
-48% -$4.88M 3.11% 8
2019
Q4 		$11.1M Buy
+170,595
New +$10.8M 7.55% 4

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

Seven Springs Wealth Group's IEFA Position: Q1 2026 in Review

Seven Springs Wealth Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q1 2026, selling an estimated $8.68K and leaving 7,821 shares worth $708K. The position accounts for 0.16% of the portfolio, ranked #42.

Seven Springs Wealth Group first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $11.1M in Q4 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Seven Springs Wealth Group held 7,821 shares of iShares Core MSCI EAFE ETF worth $708K as of Q1 2026.
  • Seven Springs Wealth Group sold 93 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $8.68K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Seven Springs Wealth Group's portfolio in Q1 2026, its #42 holding.
  • Seven Springs Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Seven Springs Wealth Group's iShares Core MSCI EAFE ETF position peaked at $11.1M in Q4 2019.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Seven Springs Wealth Group's 13F filing for Q1 2026, filed 14 May 2026.