Stevens Capital Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stevens Capital Partners’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	$1.25M	Sell	13,853 -281	-2%	-$26.2K	0.3%	57
2025 Q4	$1.26M	Buy	14,134 +15	+0.1%	+$1.33K	0.33%	51
2025 Q3	$1.23M	Buy	14,119 +86	+0.6%	+$7.31K	0.37%	46
2025 Q2	$1.17M	Buy	14,033 +94	+0.7%	+$7.46K	0.42%	40
2025 Q1	$1.05M	Sell	13,939 -1,582	-10%	-$118K	0.5%	34
2024 Q4	$1.09M	Buy	15,521 +202	+1%	+$14.9K	0.49%	32
2024 Q3	$1.2M	Sell	15,319 -506	-3%	-$37.9K	0.57%	29
2024 Q2	$1.15M	Sell	15,825 -206	-1%	-$15.2K	0.59%	29
2024 Q1	$1.19M	Sell	16,031 -1,424	-8%	-$101K	0.71%	26
2023 Q4	$1.23M	Sell	17,455 -2,605	-13%	-$172K	0.85%	24
2023 Q3	$1.29M	Buy	20,060 +2,409	+14%	+$161K	1.04%	21
2023 Q2	$1.19M	Sell	17,651 -451	-2%	-$30.6K	0.92%	24
2023 Q1	$1.21M	Sell	18,102 -138	-0.8%	-$9.05K	1.01%	24
2022 Q4	$1.12M	Buy	+18,240	New	+$1.07M	0.99%	24

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

Stevens Capital Partners's IEFA Position: Q1 2026 in Review

Stevens Capital Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q1 2026, selling an estimated $26.2K and leaving 13,853 shares worth $1.25M. The position accounts for 0.3% of the portfolio, ranked #57.

Stevens Capital Partners first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.29M in Q3 2023. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Stevens Capital Partners held 13,853 shares of iShares Core MSCI EAFE ETF worth $1.25M as of Q1 2026.
Stevens Capital Partners sold 281 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $26.2K.
iShares Core MSCI EAFE ETF made up 0.3% of Stevens Capital Partners's portfolio in Q1 2026, its #57 holding.
Stevens Capital Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
Stevens Capital Partners's iShares Core MSCI EAFE ETF position peaked at $1.29M in Q3 2023.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.