Spurstone Advisory Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Spurstone Advisory Services’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	$2.08K	Sell	23 -11	-32%	-$1.03K	0.04%	42
2025 Q4	$3.04K	Hold	34	–	–	0.05%	56
2025 Q3	$2.97K	Hold	34	–	–	0.04%	70
2025 Q2	$2.84K	Hold	34	–	–	0.04%	96
2025 Q1	$2.57K	Hold	34	–	–	0.05%	63
2024 Q4	$2.39K	Buy	+34	New	+$2.51K	0.05%	57

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

Spurstone Advisory Services's IEFA Position: Q1 2026 in Review

Spurstone Advisory Services reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 32% in Q1 2026, selling an estimated $1.03K and leaving 23 shares worth $2.08K. The position accounts for 0.04% of the portfolio, ranked #42.

Spurstone Advisory Services first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.04K in Q4 2025. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Spurstone Advisory Services held 23 shares of iShares Core MSCI EAFE ETF worth $2.08K as of Q1 2026.
Spurstone Advisory Services sold 11 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.03K.
iShares Core MSCI EAFE ETF made up 0.04% of Spurstone Advisory Services's portfolio in Q1 2026, its #42 holding.
Spurstone Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Spurstone Advisory Services's iShares Core MSCI EAFE ETF position peaked at $3.04K in Q4 2025.
2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.