Signet Financial Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Signet Financial 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	$4.6M	Sell	50,783 -981	-2%	-$91.6K	0.52%	59
2025 Q4	$4.63M	Sell	51,764 -772	-1%	-$68.3K	0.52%	65
2025 Q3	$4.59M	Sell	52,536 -1,067	-2%	-$90.7K	0.53%	60
2025 Q2	$4.47M	Sell	53,603 -1,543	-3%	-$122K	0.56%	55
2025 Q1	$4.17M	Sell	55,146 -3,220	-6%	-$241K	0.56%	52
2024 Q4	$4.1M	Buy	58,366 +1,744	+3%	+$129K	0.52%	58
2024 Q3	$4.42M	Sell	56,622 -188	-0.3%	-$14.1K	0.56%	52
2024 Q2	$4.13M	Sell	56,810 -1,084	-2%	-$79.8K	0.56%	51
2024 Q1	$4.3M	Sell	57,894 -621	-1%	-$44.2K	0.59%	46
2023 Q4	$4.12M	Sell	58,515 -2,998	-5%	-$198K	0.62%	46
2023 Q3	$3.96M	Sell	61,513 -1,778	-3%	-$119K	0.65%	46
2023 Q2	$4.27M	Sell	63,291 -1,524	-2%	-$103K	0.68%	44
2023 Q1	$4.33M	Buy	64,815 +378	+0.6%	+$24.8K	0.73%	35
2022 Q4	$3.97M	Buy	+64,437	New	+$3.79M	0.71%	36
2022 Q1	–	Sell	-974	Closed	-$73K	–	725
2021 Q4	$73K	Buy	+974	New	+$73.2K	0.01%	375
2018 Q4	–	Sell	-289	Closed	-$19K	–	499
2018 Q3	$19K	Hold	289	–	–	﹤0.01%	529
2018 Q2	$18K	Hold	289	–	–	﹤0.01%	544
2018 Q1	$19K	Buy	+289	New	+$19.4K	﹤0.01%	485

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Signet Financial Management's IEFA Position: Q1 2026 in Review

Signet Financial Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.9% in Q1 2026, selling an estimated $91.6K and leaving 50,783 shares worth $4.6M. The position accounts for 0.52% of the portfolio, ranked #59.

Signet Financial Management first reported a position in IEFA in Q1 2018 and has held it in 18 quarters since. The position peaked at $4.63M in Q4 2025. 2,409 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Signet Financial Management held 50,783 shares of iShares Core MSCI EAFE ETF worth $4.6M as of Q1 2026.
Signet Financial Management sold 981 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $91.6K.
iShares Core MSCI EAFE ETF made up 0.52% of Signet Financial Management's portfolio in Q1 2026, its #59 holding.
Signet Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 18 quarters since.
Signet Financial Management's iShares Core MSCI EAFE ETF position peaked at $4.63M in Q4 2025.
2,409 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Signet Financial Management's 13F filing for Q1 2026, filed 5 May 2026.