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

Strategic Financial Concepts’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	$585K	Buy	6,464 +2,650	+69%	+$247K	0.14%	145
2025 Q4	$341K	Sell	3,814 -39,997	-91%	-$3.54M	0.31%	79
2025 Q3	$3.83M	Sell	43,811 -2,031	-4%	-$173K	0.56%	30
2025 Q2	$3.83M	Buy	45,842 +36,749	+404%	+$2.92M	0.54%	30
2025 Q1	$688K	Sell	9,093 -722	-7%	-$54K	0.13%	160
2024 Q4	$690K	Buy	9,815 +4,928	+101%	+$364K	0.13%	156
2024 Q3	$381K	Sell	4,887 -360,691	-99%	-$27M	0.12%	151
2024 Q2	$383K	Buy	365,578 +353,790	+3,001%	+$26M	0.22%	85
2024 Q1	$875K	Buy	11,788 +7,700	+188%	+$548K	0.21%	113
2023 Q4	$288K	Sell	4,088 -835	-17%	-$55K	0.17%	105
2023 Q3	$317K	Buy	4,923 +32	+0.7%	+$2.14K	0.11%	169
2023 Q2	$330K	Sell	4,891 -125	-2%	-$8.48K	0.12%	161
2023 Q1	$335K	Buy	+5,016	New	+$329K	0.14%	146

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

Strategic Financial Concepts's IEFA Position: Q1 2026 in Review

Strategic Financial Concepts increased its iShares Core MSCI EAFE ETF (IEFA) stake by 69% in Q1 2026, buying an estimated $247K and bringing the position to 6,464 shares worth $585K. The position accounts for 0.14% of the portfolio, ranked #145.

Strategic Financial Concepts first reported a position in IEFA in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.83M in Q2 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Strategic Financial Concepts held 6,464 shares of iShares Core MSCI EAFE ETF worth $585K as of Q1 2026.
Strategic Financial Concepts bought 2,650 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $247K.
iShares Core MSCI EAFE ETF made up 0.14% of Strategic Financial Concepts's portfolio in Q1 2026, its #145 holding.
Strategic Financial Concepts first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 13 quarters since.
Strategic Financial Concepts's iShares Core MSCI EAFE ETF position peaked at $3.83M in Q2 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.