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Strategies Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Strategies Wealth Advisors’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 		$30M Sell
331,441
-67,425
-17% -$6.29M 3.01% 8
2025
Q4 		$35.7M Sell
398,866
-24,699
-6% -$2.18M 3.57% 8
2025
Q3 		$37M Sell
423,565
-36,431
-8% -$3.1M 3.85% 7
2025
Q2 		$38.4M Sell
459,996
-28,850
-6% -$2.29M 4.19% 7
2025
Q1 		$37M Sell
488,846
-19,709
-4% -$1.47M 4.52% 6
2024
Q4 		$37.9M Sell
508,555
-12,149
-2% -$896K 4.72% 7
2024
Q3 		$40.6M Sell
520,704
-10,243
-2% -$767K 5.43% 5
2024
Q2 		$38.6M Buy
530,947
+919
+0.2% +$67.6K 5.62% 5
2024
Q1 		$39.3M Sell
530,028
-15,998
-3% -$1.14M 6.05% 5
2023
Q4 		$38.4M Sell
546,026
-62,094
-10% -$4.09M 6.56% 5
2023
Q3 		$39.1M Buy
608,120
+26,759
+5% +$1.79M 7.69% 4
2023
Q2 		$39.2M Buy
581,361
+17,640
+3% +$1.2M 8.02% 4
2023
Q1 		$37.7M Buy
563,721
+38,043
+7% +$2.49M 8.29% 4
2022
Q4 		$32.4M Buy
+525,678
New +$30.9M 7.98% 4
2022
Q2 		$30.2M Buy
513,524
+58,032
+13% +$3.72M 8.67% 3
2022
Q1 		$31.7M Buy
455,492
+88,412
+24% +$6.25M 8.47% 3
2021
Q4 		$27.4M Buy
+367,080
New +$27.6M 7.69% 3

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

Strategies Wealth Advisors's IEFA Position: Q1 2026 in Review

Strategies Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 17% in Q1 2026, selling an estimated $6.29M and leaving 331,441 shares worth $30M. The position accounts for 3.01% of the portfolio, ranked #8.

Strategies Wealth Advisors first reported a position in IEFA in Q4 2021 and has held it in 17 quarters since. The position peaked at $40.6M in Q3 2024. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Strategies Wealth Advisors held 331,441 shares of iShares Core MSCI EAFE ETF worth $30M as of Q1 2026.
  • Strategies Wealth Advisors sold 67,425 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $6.29M.
  • iShares Core MSCI EAFE ETF made up 3.01% of Strategies Wealth Advisors's portfolio in Q1 2026, its #8 holding.
  • Strategies Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 17 quarters since.
  • Strategies Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $40.6M in Q3 2024.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Strategies Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.