Sittner & Nelson’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sittner & Nelson’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	$59.6K	Hold	658	–	–	0.02%	283
2025 Q4	$62.9K	Hold	658	–	–	0.02%	252
2025 Q3	$57.5K	Hold	658	–	–	0.02%	242
2025 Q2	$54.9K	Hold	658	–	–	0.02%	242
2025 Q1	$49.8K	Hold	658	–	–	0.02%	240
2024 Q4	$46.2K	Hold	658	–	–	0.02%	235
2024 Q3	$51.4K	Sell	658 -38	-5%	-$2.85K	0.02%	227
2024 Q2	$50.6K	Hold	696	–	–	0.02%	212
2024 Q1	$51.7K	Buy	696 +137	+25%	+$9.75K	0.03%	211
2023 Q4	$39.3K	Buy	559 +273	+95%	+$18K	0.02%	230
2023 Q3	$18.4K	Hold	286	–	–	0.01%	284
2023 Q2	$19.3K	Hold	286	–	–	0.01%	282
2023 Q1	$19.1K	Hold	286	–	–	0.01%	298
2022 Q4	$17.6K	Hold	286	–	–	0.01%	289
2022 Q3	$15K	Hold	286	–	–	0.01%	290
2022 Q2	$17K	Hold	286	–	–	0.01%	304
2022 Q1	$20K	Buy	+286	New	+$20.2K	0.01%	275

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

Sittner & Nelson's IEFA Position: Q1 2026 in Review

Sittner & Nelson held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 658 shares worth $59.6K. The position accounts for 0.02% of the portfolio, ranked #283.

Sittner & Nelson first reported a position in IEFA in Q1 2022 and has held it in 17 quarters since. The position peaked at $62.9K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Sittner & Nelson held 658 shares of iShares Core MSCI EAFE ETF worth $59.6K as of Q1 2026.
Sittner & Nelson left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.02% of Sittner & Nelson's portfolio in Q1 2026, its #283 holding.
Sittner & Nelson first reported a position in iShares Core MSCI EAFE ETF in Q1 2022 and has held it in 17 quarters since.
Sittner & Nelson's iShares Core MSCI EAFE ETF position peaked at $62.9K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.