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

Simplicity Wealth’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	$2.12M	Buy	23,418 +2,786	+14%	+$260K	0.12%	173
2025 Q4	$1.85M	Sell	20,632 -22,192	-52%	-$1.96M	0.11%	185
2025 Q3	$3.74M	Buy	42,824 +3,534	+9%	+$300K	0.22%	108
2025 Q2	$3.28M	Sell	39,290 -177	-0.4%	-$14K	0.14%	154
2025 Q1	$2.99M	Buy	39,467 +10,848	+38%	+$811K	0.23%	105
2024 Q4	$2.01M	Buy	28,619 +1,019	+4%	+$75.2K	0.42%	41
2024 Q3	$2.15M	Sell	27,600 -77,615	-74%	-$5.81M	0.2%	108
2024 Q2	$7.64M	Buy	105,215 +5,586	+6%	+$411K	0.17%	119
2024 Q1	$7.39M	Buy	+99,629	New	+$7.09M	0.18%	117

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

Simplicity Wealth's IEFA Position: Q1 2026 in Review

Simplicity Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q1 2026, buying an estimated $260K and bringing the position to 23,418 shares worth $2.12M. The position accounts for 0.12% of the portfolio, ranked #173.

Simplicity Wealth first reported a position in IEFA in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.64M in Q2 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Simplicity Wealth held 23,418 shares of iShares Core MSCI EAFE ETF worth $2.12M as of Q1 2026.
Simplicity Wealth bought 2,786 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $260K.
iShares Core MSCI EAFE ETF made up 0.12% of Simplicity Wealth's portfolio in Q1 2026, its #173 holding.
Simplicity Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
Simplicity Wealth's iShares Core MSCI EAFE ETF position peaked at $7.64M in Q2 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.