Smartleaf Asset Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Smartleaf Asset 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	$46.5M	Buy	530,623 +155,144	+41%	+$14.5M	1.68%	10
2025 Q4	$33.7M	Buy	375,479 +228,389	+155%	+$20.2M	1.28%	13
2025 Q3	$12.8M	Buy	147,090 +76,580	+109%	+$6.51M	0.79%	19
2025 Q2	$5.87M	Buy	70,510 +35,623	+102%	+$2.83M	0.52%	40
2025 Q1	$2.67M	Buy	34,887 +14,358	+70%	+$1.07M	0.26%	83
2024 Q4	$1.44M	Buy	20,529 +142	+0.7%	+$10.5K	0.15%	155
2024 Q3	$1.6M	Buy	20,387 +2,255	+12%	+$169K	0.19%	120
2024 Q2	$1.32M	Buy	18,132 +5,757	+47%	+$424K	0.22%	107
2024 Q1	$921K	Sell	12,375 -1,280	-9%	-$91.1K	0.18%	135
2023 Q4	$960K	Buy	+13,655	New	+$900K	0.26%	95

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

Smartleaf Asset Management's IEFA Position: Q1 2026 in Review

Smartleaf Asset Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 41% in Q1 2026, buying an estimated $14.5M and bringing the position to 530,623 shares worth $46.5M. The position accounts for 1.68% of the portfolio, ranked #10.

Smartleaf Asset Management first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Smartleaf Asset Management held 530,623 shares of iShares Core MSCI EAFE ETF worth $46.5M as of Q1 2026.
Smartleaf Asset Management bought 155,144 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $14.5M.
iShares Core MSCI EAFE ETF made up 1.68% of Smartleaf Asset Management's portfolio in Q1 2026, its #10 holding.
Smartleaf Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.