SWA
IEFA icon

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

Stratos 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 		$3.1M Sell
34,293
-119
-0.3% -$11.1K 0.19% 112
2025
Q4 		$3.08M Sell
34,412
-958
-3% -$84.7K 0.15% 153
2025
Q3 		$3.09M Buy
35,370
+300
+0.9% +$25.5K 0.15% 145
2025
Q2 		$2.93M Sell
35,070
-178
-0.5% -$14.1K 0.15% 140
2025
Q1 		$2.67M Sell
35,248
-67,251
-66% -$5.03M 0.15% 136
2024
Q4 		$7.2M Sell
102,499
-53,326
-34% -$3.93M 0.34% 69
2024
Q3 		$12.2M Sell
155,825
-13,256
-8% -$992K 0.56% 43
2024
Q2 		$12.3M Sell
169,081
-3,632
-2% -$267K 0.61% 39
2024
Q1 		$12.8M Buy
172,713
+10,918
+7% +$777K 0.76% 25
2023
Q4 		$11.4M Buy
161,795
+34,636
+27% +$2.28M 0.66% 26
2023
Q3 		$8.18M Buy
127,159
+9,880
+8% +$662K 0.54% 33
2023
Q2 		$7.92M Buy
117,279
+17,412
+17% +$1.18M 0.56% 29
2023
Q1 		$6.68M Sell
99,867
-22,073
-18% -$1.45M 0.51% 36
2022
Q4 		$7.52M Buy
121,940
+8,908
+8% +$524K 0.63% 29
2022
Q3 		$5.95M Buy
113,032
+72,314
+178% +$4.25M 0.63% 27
2022
Q2 		$2.4M Buy
40,718
+5,379
+15% +$345K 0.22% 125
2022
Q1 		$2.46M Sell
35,339
-27,199
-43% -$1.92M 0.2% 132
2021
Q4 		$4.67M Buy
62,538
+854
+1% +$64.2K 0.34% 74
2021
Q3 		$4.58M Sell
61,684
-8,623
-12% -$656K 0.39% 63
2021
Q2 		$5.26M Buy
70,307
+17,422
+33% +$1.32M 0.47% 50
2021
Q1 		$3.81M Buy
52,885
+2,219
+4% +$159K 0.4% 66
2020
Q4 		$3.5M Buy
50,666
+27,565
+119% +$1.78M 0.48% 52
2020
Q3 		$1.39M Sell
23,101
-178
-0.8% -$10.7K 0.34% 77
2020
Q2 		$1.33M Sell
23,279
-3,323
-12% -$180K 0.41% 65
2020
Q1 		$1.33M Sell
26,602
-3,442
-11% -$205K 0.94% 20
2019
Q4 		$1.96M Buy
30,044
+7,168
+31% +$455K 1.11% 20
2019
Q3 		$1.4M Buy
22,876
+1,421
+7% +$85.8K 0.53% 43
2019
Q2 		$1.32M Sell
21,455
-96
-0.4% -$5.88K 0.53% 41
2019
Q1 		$1.31M Sell
21,551
-1,985
-8% -$117K 0.71% 33
2018
Q4 		$1.29M Buy
+23,536
New +$1.38M 0.86% 28

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

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

Stratos Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.35% in Q1 2026, selling an estimated $11.1K and leaving 34,293 shares worth $3.1M. The position accounts for 0.19% of the portfolio, ranked #112.

Stratos Wealth Advisors first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. The position peaked at $12.8M in Q1 2024. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Stratos Wealth Advisors held 34,293 shares of iShares Core MSCI EAFE ETF worth $3.1M as of Q1 2026.
  • Stratos Wealth Advisors sold 119 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $11.1K.
  • iShares Core MSCI EAFE ETF made up 0.19% of Stratos Wealth Advisors's portfolio in Q1 2026, its #112 holding.
  • Stratos Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $12.8M in Q1 2024.
  • 2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.