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StoneX Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

StoneX Group’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
13,829
-5,950
-30% -$555K 0.07% 222
2025
Q4 		$1.77M Buy
19,779
+1,658
+9% +$147K 0.08% 207
2025
Q3 		$1.58M Sell
18,121
-2,810
-13% -$239K 0.07% 243
2025
Q2 		$1.75M Sell
20,931
-6,380
-23% -$506K 0.08% 205
2025
Q1 		$2.07M Buy
27,311
+1,163
+4% +$87K 0.11% 164
2024
Q4 		$1.84M Buy
+26,148
New +$1.93M 0.1% 181
2023
Q1 		– Sell
-12,188
Closed -$751K – 567
2022
Q4 		$751K Sell
12,188
-979
-7% -$57.6K 0.11% 151
2022
Q3 		$694K Buy
13,167
+269
+2% +$15.8K 0.13% 124
2022
Q2 		$759K Buy
12,898
+1,392
+12% +$89.3K 0.12% 134
2022
Q1 		$800K Sell
11,506
-39
-0.3% -$2.76K 0.08% 225
2021
Q4 		$863K Buy
11,545
+616
+6% +$46.3K 0.1% 199
2021
Q3 		$811K Buy
10,929
+727
+7% +$55.3K 0.12% 188
2021
Q2 		$764K Buy
10,202
+644
+7% +$48.6K 0.11% 189
2021
Q1 		$689K Sell
9,558
-5,195
-35% -$371K 0.12% 166
2020
Q4 		$1.02M Sell
14,753
-4,717
-24% -$305K 0.22% 93
2020
Q3 		$1.17M Sell
19,470
-960
-5% -$57.9K 0.38% 52
2020
Q2 		$1.17M Sell
20,430
-18,558
-48% -$1.01M 0.44% 49
2020
Q1 		$1.95M Sell
38,988
-19,304
-33% -$1.15M 1.03% 18
2019
Q4 		$3.8M Buy
58,292
+42,041
+259% +$2.67M 1.55% 5
2019
Q3 		$992K Sell
16,251
-531
-3% -$32.1K 0.62% 46
2019
Q2 		$1.03M Buy
16,782
+985
+6% +$60.4K 0.66% 41
2019
Q1 		$960K Buy
15,797
+6,132
+63% +$362K 0.73% 36
2018
Q4 		$532K Sell
9,665
-2,718
-22% -$159K 0.51% 71
2018
Q3 		$794K Sell
12,383
-712
-5% -$45.4K 0.59% 49
2018
Q2 		$830K Buy
13,095
+7,266
+125% +$481K 0.71% 36
2018
Q1 		$384K Buy
5,829
+581
+11% +$39K 0.37% 99
2017
Q4 		$347K Sell
5,248
-1,616
-24% -$105K 0.36% 108
2017
Q3 		$440K Sell
6,864
-2,378
-26% -$149K 0.55% 61
2017
Q2 		$563K Buy
+9,242
New +$558K 0.18% 191

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

StoneX Group's IEFA Position: Q1 2026 in Review

StoneX Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 30% in Q1 2026, selling an estimated $555K and leaving 13,829 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #222.

StoneX Group first reported a position in IEFA in Q2 2017 and has held it in 29 quarters since. The position peaked at $3.8M in Q4 2019. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • StoneX Group held 13,829 shares of iShares Core MSCI EAFE ETF worth $1.25M as of Q1 2026.
  • StoneX Group sold 5,950 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $555K.
  • iShares Core MSCI EAFE ETF made up 0.07% of StoneX Group's portfolio in Q1 2026, its #222 holding.
  • StoneX Group first reported a position in iShares Core MSCI EAFE ETF in Q2 2017 and has held it in 29 quarters since.
  • StoneX Group's iShares Core MSCI EAFE ETF position peaked at $3.8M in Q4 2019.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.