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Strategic Blueprint’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Strategic Blueprint’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 		$2.53M Sell
27,919
-1,552
-5% -$145K 0.15% 150
2025
Q4 		$2.64M Sell
29,471
-13,543
-31% -$1.2M 0.16% 137
2025
Q3 		$3.76M Buy
43,014
+4,104
+11% +$349K 0.16% 135
2025
Q2 		$3.25M Buy
38,910
+60
+0.2% +$4.76K 0.16% 143
2025
Q1 		$2.94M Buy
38,850
+6,941
+22% +$519K 0.16% 137
2024
Q4 		$2.24M Buy
31,909
+1,005
+3% +$74.1K 0.13% 141
2024
Q3 		$2.41M Buy
30,904
+12,148
+65% +$909K 0.15% 130
2024
Q2 		$1.36M Sell
18,756
-1,083
-5% -$79.7K 0.09% 195
2024
Q1 		$1.47M Buy
19,839
+2,057
+12% +$146K 0.1% 182
2023
Q4 		$1.25M Buy
17,782
+2,569
+17% +$169K 0.1% 189
2023
Q3 		$979K Buy
15,213
+10,414
+217% +$697K 0.09% 209
2023
Q2 		$324K Buy
4,799
+905
+23% +$61.4K 0.03% 403
2023
Q1 		$260K Sell
3,894
-192
-5% -$12.6K 0.03% 446
2022
Q4 		$252K Sell
4,086
-1,250
-23% -$73.6K 0.03% 439
2022
Q3 		$281K Sell
5,336
-2,120
-28% -$125K 0.03% 389
2022
Q2 		$439K Buy
7,456
+2,960
+66% +$190K 0.05% 298
2022
Q1 		$312K Sell
4,496
-1,479
-25% -$105K 0.04% 377
2021
Q4 		$446K Buy
5,975
+1,391
+30% +$105K 0.06% 282
2021
Q3 		$340K Buy
4,584
+2,442
+114% +$186K 0.05% 305
2021
Q2 		$160K Buy
+2,142
New +$162K 0.03% 409
2019
Q4 		– Sell
-200
Closed -$12K – 238
2019
Q3 		$12K Buy
+200
New +$12.1K 0.01% 280

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

Strategic Blueprint's IEFA Position: Q1 2026 in Review

Strategic Blueprint reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.3% in Q1 2026, selling an estimated $145K and leaving 27,919 shares worth $2.53M. The position accounts for 0.15% of the portfolio, ranked #150.

Strategic Blueprint first reported a position in IEFA in Q3 2019 and has held it in 21 quarters since. The position peaked at $3.76M in Q3 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Strategic Blueprint held 27,919 shares of iShares Core MSCI EAFE ETF worth $2.53M as of Q1 2026.
  • Strategic Blueprint sold 1,552 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $145K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Strategic Blueprint's portfolio in Q1 2026, its #150 holding.
  • Strategic Blueprint first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 21 quarters since.
  • Strategic Blueprint's iShares Core MSCI EAFE ETF position peaked at $3.76M in Q3 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Strategic Blueprint's 13F filing for Q1 2026, filed 29 Apr 2026.