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Stone House Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stone House Investment Management’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 		$102K Buy
1,127
+30
+3% +$2.8K 0.02% 120
2025
Q4 		$98.1K Sell
1,097
-24
-2% -$2.12K 0.02% 118
2025
Q3 		$97.9K Sell
1,121
-29
-3% -$2.46K 0.02% 116
2025
Q2 		$96K Sell
1,150
-16
-1% -$1.27K 0.02% 109
2025
Q1 		$88.2K Buy
+1,166
New +$87.2K 0.02% 102
2024
Q4 		– Sell
-1,476
Closed -$115K – 196
2024
Q3 		$115K Sell
1,476
-12
-0.8% -$898 0.02% 69
2024
Q2 		$108K Sell
1,488
-118
-7% -$8.68K 0.03% 74
2024
Q1 		$119K Sell
1,606
-620
-28% -$44.1K 0.03% 72
2023
Q4 		$157K Sell
2,226
-92
-4% -$6.06K 0.05% 46
2023
Q3 		$149K Sell
2,318
-195
-8% -$13.1K 0.05% 45
2023
Q2 		$170K Sell
2,513
-22
-0.9% -$1.49K 0.06% 44
2023
Q1 		$169K Buy
+2,535
New +$166K 0.06% 44
2021
Q2 		– Sell
-46,446
Closed -$3.21M – 41
2021
Q1 		$3.21M Hold
46,446
– – 1.62% 18
2020
Q4 		$3.21M Sell
46,446
-36,280
-44% -$2.35M 1.62% 18
2020
Q3 		$4.99M Buy
82,726
+366
+0.4% +$22.1K 2.02% 17
2020
Q2 		$4.71M Sell
82,360
-134,893
-62% -$7.31M 2.36% 15
2020
Q1 		$10.8M Buy
217,253
+49,679
+30% +$2.96M 6.33% 5
2019
Q4 		$10.9M Sell
167,574
-1,405
-0.8% -$89.1K 7.98% 4
2019
Q3 		$10.3M Buy
168,979
+5,233
+3% +$316K 5.14% 6
2019
Q2 		$10.1M Sell
163,746
-16,476
-9% -$1.01M 5.25% 7
2019
Q1 		$11M Buy
180,222
+5,592
+3% +$330K 5.7% 4
2018
Q4 		$9.61M Buy
174,630
+34,725
+25% +$2.04M 6.07% 4
2018
Q3 		$8.96M Sell
139,905
-7,895
-5% -$503K 5.14% 6
2018
Q2 		$9.37M Sell
147,800
-8,541
-5% -$565K 5.97% 4
2018
Q1 		$10.3M Sell
156,341
-14,161
-8% -$951K 6.69% 3
2017
Q4 		$11.3M Buy
170,502
+1,930
+1% +$126K 7.63% 4
2017
Q3 		$10.8M Sell
168,572
-55,263
-25% -$3.46M 7.7% 3
2017
Q2 		$13.6M Buy
223,835
+52,964
+31% +$3.2M 9.79% 3
2017
Q1 		$9.9M Buy
170,871
+10,876
+7% +$611K 7.42% 4
2016
Q4 		$8.58M Buy
+159,995
New +$8.59M 7.22% 4

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

Stone House Investment Management's IEFA Position: Q1 2026 in Review

Stone House Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.7% in Q1 2026, buying an estimated $2.8K and bringing the position to 1,127 shares worth $102K. The position accounts for 0.02% of the portfolio, ranked #120.

Stone House Investment Management first reported a position in IEFA in Q4 2016 and has held it in 30 quarters since. The position peaked at $13.6M in Q2 2017. 2,399 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Stone House Investment Management held 1,127 shares of iShares Core MSCI EAFE ETF worth $102K as of Q1 2026.
  • Stone House Investment Management bought 30 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $2.8K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #120 holding.
  • Stone House Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2016 and has held it in 30 quarters since.
  • Stone House Investment Management's iShares Core MSCI EAFE ETF position peaked at $13.6M in Q2 2017.
  • 2,399 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.