Stonebrook Private’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Stonebrook Private’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	$2.14M	Buy	23,643 +609	+3%	+$56.8K	0.46%	51
2025 Q4	$2.06M	Sell	23,034 -9,907	-30%	-$876K	0.43%	50
2025 Q3	$2.88M	Buy	32,941 +1,416	+4%	+$120K	0.62%	44
2025 Q2	$2.63M	Buy	31,525 +15,066	+92%	+$1.2M	0.62%	44
2025 Q1	$1.25M	Sell	16,459 -165	-1%	-$12.3K	0.32%	76
2024 Q4	$1.17M	Buy	16,624 +103	+0.6%	+$7.6K	0.31%	73
2024 Q3	$1.29M	Buy	16,521 +2,855	+21%	+$214K	0.34%	71
2024 Q2	$993K	Buy	13,666 +3,770	+38%	+$277K	0.29%	81
2024 Q1	$735K	Sell	9,896 -22	-0.2%	-$1.57K	0.21%	92
2023 Q4	$698K	Buy	+9,918	New	+$654K	0.23%	86

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

Stonebrook Private's IEFA Position: Q1 2026 in Review

Stonebrook Private increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.6% in Q1 2026, buying an estimated $56.8K and bringing the position to 23,643 shares worth $2.14M. The position accounts for 0.46% of the portfolio, ranked #51.

Stonebrook Private first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.88M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Stonebrook Private held 23,643 shares of iShares Core MSCI EAFE ETF worth $2.14M as of Q1 2026.
Stonebrook Private bought 609 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $56.8K.
iShares Core MSCI EAFE ETF made up 0.46% of Stonebrook Private's portfolio in Q1 2026, its #51 holding.
Stonebrook Private first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
Stonebrook Private's iShares Core MSCI EAFE ETF position peaked at $2.88M in Q3 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.