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Stone Summit Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stone Summit Wealth’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 		$1.83M Buy
20,204
+6,910
+52% +$645K 0.51% 56
2025
Q4 		$1.19M Sell
13,294
-329
-2% -$29.1K 0.32% 65
2025
Q3 		$1.19M Sell
13,623
-635
-4% -$54K 0.34% 64
2025
Q2 		$1.19M Sell
14,258
-98
-0.7% -$7.78K 0.37% 68
2025
Q1 		$1.09M Hold
14,356
– – 0.37% 69
2024
Q4 		$1.01M Sell
14,356
-271
-2% -$20K 0.34% 70
2024
Q3 		$1.14M Buy
14,627
+327
+2% +$24.5K 0.37% 71
2024
Q2 		$1.04M Buy
14,300
+94
+0.7% +$6.92K 0.37% 68
2024
Q1 		$1.05M Sell
14,206
-202
-1% -$14.4K 0.37% 71
2023
Q4 		$1.01M Sell
14,408
-866
-6% -$57.1K 0.39% 72
2023
Q3 		$983K Buy
15,274
+1,545
+11% +$103K 0.42% 71
2023
Q2 		$927K Buy
13,729
+334
+2% +$22.7K 0.38% 71
2023
Q1 		$895K Buy
13,395
+545
+4% +$35.7K 0.4% 69
2022
Q4 		$792K Buy
12,850
+1,031
+9% +$60.7K 0.39% 73
2022
Q3 		$622K Buy
11,819
+1,236
+12% +$72.7K 0.38% 72
2022
Q2 		$623K Sell
10,583
-316
-3% -$20.3K 0.37% 69
2022
Q1 		$766K Buy
10,899
+4,369
+67% +$309K 0.43% 68
2021
Q4 		$489K Buy
+6,530
New +$491K 0.4% 79

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 Summit Wealth's IEFA Position: Q1 2026 in Review

Stone Summit Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 52% in Q1 2026, buying an estimated $645K and bringing the position to 20,204 shares worth $1.83M. The position accounts for 0.51% of the portfolio, ranked #56.

Stone Summit Wealth first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Stone Summit Wealth held 20,204 shares of iShares Core MSCI EAFE ETF worth $1.83M as of Q1 2026.
  • Stone Summit Wealth bought 6,910 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $645K.
  • iShares Core MSCI EAFE ETF made up 0.51% of Stone Summit Wealth's portfolio in Q1 2026, its #56 holding.
  • Stone Summit Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.