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

SFG 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	$249K	Sell	2,750 -21	-0.8%	-$1.96K	0.1%	92
2025 Q4	$248K	Sell	2,771 -23	-0.8%	-$2.03K	0.1%	120
2025 Q3	$244K	Sell	2,794 -19	-0.7%	-$1.61K	0.11%	120
2025 Q2	$235K	Buy	+2,813	New	+$223K	0.14%	76
2024 Q1	–	Sell	-4,057	Closed	-$285K	–	99
2023 Q4	$285K	Buy	+4,057	New	+$267K	0.19%	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

SFG Wealth Management's IEFA Position: Q1 2026 in Review

SFG Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.76% in Q1 2026, selling an estimated $1.96K and leaving 2,750 shares worth $249K. The position accounts for 0.1% of the portfolio, ranked #92.

SFG Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 5 quarters since. The position peaked at $285K in Q4 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

SFG Wealth Management held 2,750 shares of iShares Core MSCI EAFE ETF worth $249K as of Q1 2026.
SFG Wealth Management sold 21 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.96K.
iShares Core MSCI EAFE ETF made up 0.1% of SFG Wealth Management's portfolio in Q1 2026, its #92 holding.
SFG Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 5 quarters since.
SFG Wealth Management's iShares Core MSCI EAFE ETF position peaked at $285K in Q4 2023.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on SFG Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.