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Sound View Wealth Advisors Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Sound View Wealth Advisors Group’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 		$4.55M Buy
50,261
+1,417
+3% +$132K 0.31% 75
2025
Q4 		$4.37M Sell
48,844
-201
-0.4% -$17.8K 0.29% 79
2025
Q3 		$4.28M Buy
49,045
+4,158
+9% +$353K 0.29% 81
2025
Q2 		$3.75M Buy
44,887
+10,324
+30% +$819K 0.28% 83
2025
Q1 		$2.61M Buy
34,563
+10,568
+44% +$790K 0.21% 100
2024
Q4 		$1.69M Sell
23,995
-300
-1% -$22.1K 0.14% 135
2024
Q3 		$1.9M Buy
24,295
+2,646
+12% +$198K 0.15% 127
2024
Q2 		$1.57M Sell
21,649
-596
-3% -$43.9K 0.16% 128
2024
Q1 		$1.65M Sell
22,245
-1,467
-6% -$104K 0.18% 124
2023
Q4 		$1.67M Sell
23,712
-2,178
-8% -$144K 0.18% 120
2023
Q3 		$1.67M Buy
25,890
+1,598
+7% +$107K 0.21% 105
2023
Q2 		$1.64M Buy
24,292
+1,015
+4% +$68.8K 0.22% 100
2023
Q1 		$1.56M Sell
23,277
-435
-2% -$28.5K 0.21% 106
2022
Q4 		$1.67M Buy
23,712
+11,525
+95% +$678K 0.18% 120
2022
Q3 		$642K Buy
12,187
+771
+7% +$45.3K 0.14% 137
2022
Q2 		$672K Buy
11,416
+520
+5% +$33.4K 0.14% 137
2022
Q1 		$757K Buy
10,896
+350
+3% +$24.8K 0.14% 139
2021
Q4 		$787K Buy
10,546
+643
+6% +$48.3K 0.15% 138
2021
Q3 		$735K Buy
9,903
+1
+0% +$76 0.15% 139
2021
Q2 		$741K Sell
9,902
-3,134
-24% -$237K 0.16% 135
2021
Q1 		$939K Buy
13,036
+535
+4% +$38.2K 0.22% 106
2020
Q4 		$864K Sell
12,501
-124
-1% -$8.02K 0.21% 107
2020
Q3 		$761K Sell
12,625
-494
-4% -$29.8K 0.2% 116
2020
Q2 		$750K Sell
13,119
-7,654
-37% -$415K 0.21% 110
2020
Q1 		$1.04M Sell
20,773
-6,679
-24% -$397K 0.36% 78
2019
Q4 		$1.79M Buy
27,452
+2,970
+12% +$188K 0.51% 63
2019
Q3 		$1.5M Sell
24,482
-221
-0.9% -$13.3K 0.45% 69
2019
Q2 		$1.52M Buy
+24,703
New +$1.51M 0.45% 68

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

Sound View Wealth Advisors Group's IEFA Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q1 2026, buying an estimated $132K and bringing the position to 50,261 shares worth $4.55M. The position accounts for 0.31% of the portfolio, ranked #75.

Sound View Wealth Advisors Group first reported a position in IEFA in Q2 2019 and has held it in 28 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Sound View Wealth Advisors Group held 50,261 shares of iShares Core MSCI EAFE ETF worth $4.55M as of Q1 2026.
  • Sound View Wealth Advisors Group bought 1,417 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $132K.
  • iShares Core MSCI EAFE ETF made up 0.31% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #75 holding.
  • Sound View Wealth Advisors Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2019 and has held it in 28 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.