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

Stelac 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
2025 Q3	–	Sell	-1,770	Closed	-$148K	–	115
2025 Q2	$148K	Hold	1,770	–	–	0.06%	89
2025 Q1	$134K	Buy	+1,770	New	+$132K	0.06%	89
2021 Q3	–	Sell	-4,061	Closed	-$304K	–	237
2021 Q2	$304K	Sell	4,061 -2	-0%	-$151	0.07%	174
2021 Q1	$293K	Hold	4,063	–	–	0.11%	126
2020 Q4	$281K	Buy	4,063 +157	+4%	+$10.2K	0.07%	149
2020 Q3	$235K	Hold	3,906	–	–	0.08%	124
2020 Q2	$223K	Sell	3,906 -1,378	-26%	-$74.7K	0.09%	105
2020 Q1	$263K	Sell	5,284 -41	-0.8%	-$2.44K	0.13%	72
2019 Q4	$348K	Buy	+5,325	New	+$338K	0.25%	47

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stelac Advisory Services's IEFA Position: Q3 2025 in Review

Stelac Advisory Services sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2025, closing a stake of 1,770 shares — an estimated $148K sold.

Stelac Advisory Services first reported a position in IEFA in Q4 2019 and held it in 9 quarters. The position peaked at $348K in Q4 2019. 2,134 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

Stelac Advisory Services reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2025 after selling out during the quarter.
Stelac Advisory Services sold 1,770 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $148K.
Stelac Advisory Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and held it in 9 quarters.
Stelac Advisory Services's iShares Core MSCI EAFE ETF position peaked at $348K in Q4 2019.
2,134 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

Based on Stelac Advisory Services's 13F filing for Q3 2025, filed 13 Nov 2025.