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Smith & Howard Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Smith & Howard Wealth 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 		$37.5M Buy
414,167
+6,679
+2% +$623K 8.11% 3
2025
Q4 		$36.5M Buy
407,488
+3,320
+0.8% +$294K 8.2% 3
2025
Q3 		$35.3M Buy
404,168
+4,329
+1% +$368K 8.14% 3
2025
Q2 		$33.4M Buy
399,839
+9,575
+2% +$760K 8.45% 3
2025
Q1 		$29.5M Buy
390,264
+5,986
+2% +$448K 8.05% 3
2024
Q4 		$27M Buy
384,278
+19,970
+5% +$1.47M 7.64% 3
2024
Q3 		$28.4M Sell
364,308
-3,489
-0.9% -$261K 7.99% 3
2024
Q2 		$26.7M Sell
367,797
-101
-0% -$7.43K 7.93% 3
2024
Q1 		$27.3M Sell
367,898
-10,709
-3% -$762K 8.42% 3
2023
Q4 		$26.6M Buy
378,607
+14,470
+4% +$954K 9.42% 3
2023
Q3 		$23.4M Sell
364,137
-8,038
-2% -$538K 8.22% 3
2023
Q2 		$25.1M Sell
372,175
-23,482
-6% -$1.59M 8.84% 3
2023
Q1 		$26.4M Sell
395,657
-6,366
-2% -$417K 9.12% 3
2022
Q4 		$24.8M Buy
402,023
+55,638
+16% +$3.27M 9.47% 2
2022
Q3 		$18.2M Buy
346,385
+47,759
+16% +$2.81M 7.78% 3
2022
Q2 		$17.6M Buy
298,626
+10,868
+4% +$697K 7.44% 3
2022
Q1 		$20M Buy
287,758
+67,677
+31% +$4.79M 8.41% 3
2021
Q4 		$16.4M Sell
220,081
-1,932
-0.9% -$145K 7.43% 3
2021
Q3 		$16.5M Sell
222,013
-604
-0.3% -$45.9K 7.78% 3
2021
Q2 		$16.7M Sell
222,617
-2,929
-1% -$221K 7.92% 3
2021
Q1 		$16.3M Buy
225,546
+4,378
+2% +$313K 8.16% 3
2020
Q4 		$15.3M Sell
221,168
-2,848
-1% -$184K 8.14% 3
2020
Q3 		$13.5M Buy
224,016
+8,496
+4% +$512K 7.96% 3
2020
Q2 		$12.3M Buy
215,520
+100,034
+87% +$5.42M 7.66% 2
2020
Q1 		$5.76M Sell
115,486
-6,128
-5% -$365K 3.67% 7
2019
Q4 		$7.93M Buy
121,614
+10,930
+10% +$693K 2.7% 9
2019
Q3 		$6.76M Buy
110,684
+30,920
+39% +$1.87M 2.69% 10
2019
Q2 		$4.9M Sell
79,764
-27,130
-25% -$1.66M 2.07% 11
2019
Q1 		$6.5M Buy
106,894
+28,409
+36% +$1.68M 3.2% 7
2018
Q4 		$4.32M Buy
78,485
+38,193
+95% +$2.24M 2.38% 10
2018
Q3 		$2.58M Buy
40,292
+3,592
+10% +$229K 1.09% 16
2018
Q2 		$2.33M Buy
+36,700
New +$2.43M 1.02% 14

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

Smith & Howard Wealth Management's IEFA Position: Q1 2026 in Review

Smith & Howard Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.6% in Q1 2026, buying an estimated $623K and bringing the position to 414,167 shares worth $37.5M. The position accounts for 8.11% of the portfolio, ranked #3.

Smith & Howard Wealth Management first reported a position in IEFA in Q2 2018 and has held it in 32 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Smith & Howard Wealth Management held 414,167 shares of iShares Core MSCI EAFE ETF worth $37.5M as of Q1 2026.
  • Smith & Howard Wealth Management bought 6,679 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $623K.
  • iShares Core MSCI EAFE ETF made up 8.11% of Smith & Howard Wealth Management's portfolio in Q1 2026, its #3 holding.
  • Smith & Howard Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 32 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.