SRH Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

SRH Advisors’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	$99.8K	Buy	1,102 +76	+7%	+$7.09K	0.03%	100
2025 Q4	$91.8K	Hold	1,026	–	–	0.03%	107
2025 Q3	$89.6K	Hold	1,026	–	–	0.03%	104
2025 Q2	$85.7K	Hold	1,026	–	–	0.03%	99
2025 Q1	$77.6K	Hold	1,026	–	–	0.02%	102
2024 Q4	$72.1K	Hold	1,026	–	–	0.02%	103
2024 Q3	$80.1K	Hold	1,026	–	–	0.02%	104
2024 Q2	$74.5K	Hold	1,026	–	–	0.02%	101
2024 Q1	$76.2K	Hold	1,026	–	–	0.02%	107
2023 Q4	$72.2K	Hold	1,026	–	–	0.03%	106
2023 Q3	$66K	Hold	1,026	–	–	0.03%	100
2023 Q2	$68.6K	Hold	1,026	–	–	0.04%	98
2023 Q1	$69K	Hold	1,026	–	–	0.04%	97
2022 Q4	$63K	Hold	1,026	–	–	0.03%	102
2022 Q3	$54K	Hold	1,026	–	–	0.07%	110
2022 Q2	$60K	Hold	1,026	–	–	0.07%	106
2022 Q1	$71K	Hold	1,026	–	–	0.08%	107
2021 Q4	$77K	Hold	1,026	–	–	0.09%	105
2021 Q3	$76K	Hold	1,026	–	–	0.09%	100
2021 Q2	$77K	Hold	1,026	–	–	0.1%	96
2021 Q1	$74K	Hold	1,026	–	–	0.11%	84
2020 Q4	$71K	Hold	1,026	–	–	0.12%	86
2020 Q3	$62K	Hold	1,026	–	–	0.12%	90
2020 Q2	$59K	Hold	1,026	–	–	0.15%	78
2020 Q1	$51K	Hold	1,026	–	–	0.14%	76
2019 Q4	$67K	Hold	1,026	–	–	0.22%	71
2019 Q3	$63K	Hold	1,026	–	–	0.21%	75
2019 Q2	$63K	Hold	1,026	–	–	0.21%	74
2019 Q1	$62K	Hold	1,026	–	–	0.22%	74
2018 Q4	$56K	Hold	1,026	–	–	0.21%	75
2018 Q3	$66K	Hold	1,026	–	–	0.23%	70
2018 Q2	$65K	Hold	1,026	–	–	0.24%	69
2018 Q1	$68K	Buy	+1,026	New	+$68.9K	0.27%	66

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

SRH Advisors's IEFA Position: Q1 2026 in Review

SRH Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.4% in Q1 2026, buying an estimated $7.09K and bringing the position to 1,102 shares worth $99.8K. The position accounts for 0.03% of the portfolio, ranked #100.

SRH Advisors first reported a position in IEFA in Q1 2018 and has held it in 33 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

SRH Advisors held 1,102 shares of iShares Core MSCI EAFE ETF worth $99.8K as of Q1 2026.
SRH Advisors bought 76 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $7.09K.
iShares Core MSCI EAFE ETF made up 0.03% of SRH Advisors's portfolio in Q1 2026, its #100 holding.
SRH Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2018 and has held it in 33 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on SRH Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.