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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$13.6M Buy
179,371
+163,299
+1,016% +$12.2M 1.63% 17
2024
Q4
$1.13M Sell
16,072
-37,552
-70% -$2.77M 0.13% 77
2024
Q3
$4.19M Sell
53,624
-11,248
-17% -$842K 0.49% 52
2024
Q2
$4.71M Buy
64,872
+15,976
+33% +$1.18M 0.6% 46
2024
Q1
$3.63M Buy
48,896
+9,738
+25% +$693K 0.44% 54
2023
Q4
$2.75M Buy
+39,158
New +$2.58M 0.38% 62

Other funds holding IEFA

Spectrum Wealth Counsel's IEFA Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1,016% in Q1 2025, buying an estimated $12.2M and bringing the position to 179,371 shares worth $13.6M. The position accounts for 1.63% of the portfolio, ranked #17.

Spectrum Wealth Counsel first reported a position in IEFA in Q4 2023 and has held it in 6 quarters since. 2,035 funds tracked by Wall St. Rank hold IEFA as of Q1 2025.

  • Spectrum Wealth Counsel held 179,371 shares of iShares Core MSCI EAFE ETF worth $13.6M as of Q1 2025.
  • Spectrum Wealth Counsel bought 163,299 iShares Core MSCI EAFE ETF shares in Q1 2025, an estimated $12.2M.
  • iShares Core MSCI EAFE ETF made up 1.63% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #17 holding.
  • Spectrum Wealth Counsel first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 6 quarters since.
  • 2,035 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.