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Stephens Consulting’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stephens Consulting’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
Q4 		$6.37M Sell
71,189
-859
-1% -$76K 2.06% 12
2025
Q3 		$6.29M Sell
72,048
-163,145
-69% -$13.9M 2.15% 11
2025
Q2 		$19.6M Sell
235,193
-53,369
-18% -$4.24M 4.66% 5
2025
Q1 		$21.8M Buy
288,562
+5,205
+2% +$389K 5.47% 5
2024
Q4 		$19.9M Buy
283,357
+11,897
+4% +$878K 4.98% 6
2024
Q3 		$21.2M Sell
271,460
-57
-0% -$4.27K 5.4% 5
2024
Q2 		$19.7M Buy
271,517
+6,310
+2% +$464K 5.6% 5
2024
Q1 		$19.7M Buy
265,207
+4,247
+2% +$302K 6.04% 5
2023
Q4 		$18.4M Buy
260,960
+30,961
+13% +$2.04M 6.22% 5
2023
Q3 		$14.8M Buy
229,999
+8,910
+4% +$597K 6.01% 5
2023
Q2 		$14.9M Buy
221,089
+180,457
+444% +$12.2M 5.91% 5
2023
Q1 		$2.72M Sell
40,632
-2,299
-5% -$151K 1.64% 12
2022
Q4 		$2.65M Buy
42,931
+14,771
+52% +$869K 1.76% 10
2022
Q3 		$1.48M Sell
28,160
-3,878
-12% -$228K 1.33% 15
2022
Q2 		$1.89M Buy
32,038
+2,791
+10% +$179K 1.53% 11
2022
Q1 		$2.03M Sell
29,247
-8,861
-23% -$627K 1.66% 10
2021
Q4 		$2.84M Buy
+38,108
New +$2.86M 2.35% 5

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
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stephens Consulting's IEFA Position: Q4 2025 in Review

Stephens Consulting reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.2% in Q4 2025, selling an estimated $76K and leaving 71,189 shares worth $6.37M. The position accounts for 2.06% of the portfolio, ranked #12.

Stephens Consulting first reported a position in IEFA in Q4 2021 and has held it in 17 quarters since. The position peaked at $21.8M in Q1 2025. 2,338 funds tracked by Wall St. Rank hold IEFA as of Q4 2025.

  • Stephens Consulting held 71,189 shares of iShares Core MSCI EAFE ETF worth $6.37M as of Q4 2025.
  • Stephens Consulting sold 859 iShares Core MSCI EAFE ETF shares in Q4 2025, an estimated $76K.
  • iShares Core MSCI EAFE ETF made up 2.06% of Stephens Consulting's portfolio in Q4 2025, its #12 holding.
  • Stephens Consulting first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • Stephens Consulting's iShares Core MSCI EAFE ETF position peaked at $21.8M in Q1 2025.
  • 2,338 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.