SWA
IEFA icon

SFMG Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SFMG Wealth 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 		$596K Buy
6,579
+119
+2% +$11.1K 0.04% 165
2025
Q4 		$578K Buy
6,460
+683
+12% +$60.4K 0.04% 166
2025
Q3 		$504K Buy
5,777
+697
+14% +$59.2K 0.04% 173
2025
Q2 		$424K Sell
5,080
-1,821
-26% -$145K 0.03% 172
2025
Q1 		$522K Buy
6,901
+2,407
+54% +$180K 0.04% 143
2024
Q4 		$316K Buy
4,494
+351
+8% +$25.9K 0.02% 193
2024
Q3 		$323K Buy
4,143
+629
+18% +$47.1K 0.03% 190
2024
Q2 		$255K Buy
3,514
+717
+26% +$52.8K 0.02% 213
2024
Q1 		$208K Sell
2,797
-1,447
-34% -$103K 0.02% 246
2023
Q4 		$299K Buy
4,244
+284
+7% +$18.7K 0.03% 194
2023
Q3 		$255K Sell
3,960
-1,204
-23% -$80.6K 0.03% 196
2023
Q2 		$349K Buy
5,164
+862
+20% +$58.5K 0.04% 160
2023
Q1 		$288K Buy
4,302
+955
+29% +$62.6K 0.03% 183
2022
Q4 		$206K Sell
3,347
-681
-17% -$40.1K 0.02% 226
2022
Q3 		$211K Buy
4,028
+98
+2% +$5.76K 0.02% 213
2022
Q2 		$231K Buy
3,930
+750
+24% +$48.1K 0.03% 213
2022
Q1 		$221K Buy
+3,180
New +$225K 0.02% 252
2018
Q4 		– Sell
-3,947
Closed -$235K – 141
2018
Q3 		$235K Sell
3,947
-950
-19% -$60.6K 0.04% 118
2018
Q2 		$310K Buy
+4,897
New +$324K 0.05% 103

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

SFMG Wealth Advisors's IEFA Position: Q1 2026 in Review

SFMG Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q1 2026, buying an estimated $11.1K and bringing the position to 6,579 shares worth $596K. The position accounts for 0.04% of the portfolio, ranked #165.

SFMG Wealth Advisors first reported a position in IEFA in Q2 2018 and has held it in 19 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • SFMG Wealth Advisors held 6,579 shares of iShares Core MSCI EAFE ETF worth $596K as of Q1 2026.
  • SFMG Wealth Advisors bought 119 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $11.1K.
  • iShares Core MSCI EAFE ETF made up 0.04% of SFMG Wealth Advisors's portfolio in Q1 2026, its #165 holding.
  • SFMG Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 19 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on SFMG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.