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Stokes Family Office’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stokes Family Office’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 		$10.8M Sell
119,175
-903
-0.8% -$84.3K 1.11% 25
2025
Q4 		$10.7M Buy
120,078
+62
+0.1% +$5.48K 0.98% 29
2025
Q3 		$10.5M Sell
120,016
-18
-0% -$1.53K 1% 28
2025
Q2 		$10M Buy
120,034
+1,957
+2% +$155K 1.05% 26
2025
Q1 		$8.93M Sell
118,077
-988
-0.8% -$73.9K 1% 26
2024
Q4 		$8.37M Sell
119,065
-1,219
-1% -$89.9K 0.89% 25
2024
Q3 		$9.39M Sell
120,284
-474
-0.4% -$35.5K 1.03% 23
2024
Q2 		$8.77M Sell
120,758
-1,673
-1% -$123K 1.03% 24
2024
Q1 		$9.09M Sell
122,431
-3,297
-3% -$235K 1.14% 21
2023
Q4 		$8.84M Sell
125,728
-31,875
-20% -$2.1M 1.2% 16
2023
Q3 		$10.1M Sell
157,603
-161,870
-51% -$10.8M 1.19% 17
2023
Q2 		$21.6M Buy
319,473
+18,043
+6% +$1.22M 2.49% 9
2023
Q1 		$20.2M Buy
301,430
+151,581
+101% +$9.94M 2.51% 8
2022
Q4 		$9.24M Sell
149,849
-6,721
-4% -$396K 1.19% 16
2022
Q3 		$8.25M Sell
156,570
-660
-0.4% -$38.8K 1.18% 18
2022
Q2 		$9.25M Sell
157,230
-11,507
-7% -$738K 1.26% 18
2022
Q1 		$11.7M Sell
168,737
-9,050
-5% -$640K 1.56% 14
2021
Q4 		$13.3M Sell
177,787
-167
-0.1% -$12.6K 1.65% 12
2021
Q3 		$13.2M Sell
177,954
-496
-0.3% -$37.7K 1.83% 11
2021
Q2 		$13.4M Buy
178,450
+2,066
+1% +$156K 1.89% 11
2021
Q1 		$12.7M Sell
176,384
-4,728
-3% -$338K 1.98% 10
2020
Q4 		$12.5M Buy
181,112
+2,869
+2% +$186K 2.47% 7
2020
Q3 		$10.7M Sell
178,243
-484
-0.3% -$29.2K 2.43% 7
2020
Q2 		$10.2M Sell
178,727
-6,577
-4% -$356K 2.58% 7
2020
Q1 		$9.24M Buy
185,304
+15,670
+9% +$933K 2.47% 9
2019
Q4 		$11.1M Buy
+169,634
New +$10.8M 2.46% 10

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Stokes Family Office's IEFA Position: Q1 2026 in Review

Stokes Family Office reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.75% in Q1 2026, selling an estimated $84.3K and leaving 119,175 shares worth $10.8M. The position accounts for 1.11% of the portfolio, ranked #25.

Stokes Family Office first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. The position peaked at $21.6M in Q2 2023. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Stokes Family Office held 119,175 shares of iShares Core MSCI EAFE ETF worth $10.8M as of Q1 2026.
  • Stokes Family Office sold 903 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $84.3K.
  • iShares Core MSCI EAFE ETF made up 1.11% of Stokes Family Office's portfolio in Q1 2026, its #25 holding.
  • Stokes Family Office first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's iShares Core MSCI EAFE ETF position peaked at $21.6M in Q2 2023.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.