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

Stratos Wealth Partners’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	$35.8M	Buy	395,025 +34,563	+10%	+$3.23M	0.41%	43
2025 Q4	$32.2M	Sell	360,462 -14,725	-4%	-$1.3M	0.36%	46
2025 Q3	$32.8M	Buy	375,187 +10,437	+3%	+$887K	0.39%	45
2025 Q2	$30.4M	Sell	364,750 -8,796	-2%	-$698K	0.41%	44
2025 Q1	$28.3M	Sell	373,546 -44,198	-11%	-$3.3M	0.43%	46
2024 Q4	$29.4M	Buy	417,744 +14,026	+3%	+$1.03M	0.41%	43
2024 Q3	$31.5M	Buy	403,718 +13,480	+3%	+$1.01M	0.45%	39
2024 Q2	$28.3M	Sell	390,238 -35,095	-8%	-$2.58M	0.45%	37
2024 Q1	$31.6M	Buy	425,333 +31,197	+8%	+$2.22M	0.52%	30
2023 Q4	$27.7M	Buy	394,136 +49,516	+14%	+$3.26M	0.52%	30
2023 Q3	$22.2M	Buy	344,620 +16,575	+5%	+$1.11M	0.48%	36
2023 Q2	$22.1M	Buy	328,045 +35,150	+12%	+$2.38M	0.5%	31
2023 Q1	$19.6M	Sell	292,895 -27,417	-9%	-$1.8M	0.52%	34
2022 Q4	$19.7M	Sell	320,312 -61,590	-16%	-$3.62M	0.5%	39
2022 Q3	$20.1M	Buy	381,902 +16,360	+4%	+$962K	0.56%	31
2022 Q2	$21.5M	Buy	365,542 +2,821	+0.8%	+$181K	0.54%	33
2022 Q1	$25.2M	Buy	362,721 +37,791	+12%	+$2.67M	0.56%	29
2021 Q4	$24.3M	Buy	324,930 +10,063	+3%	+$756K	0.54%	31
2021 Q3	$23.4M	Buy	314,867 +32,559	+12%	+$2.48M	0.6%	27
2021 Q2	$21.1M	Buy	282,308 +6,094	+2%	+$460K	0.53%	29
2021 Q1	$19.9M	Buy	276,214 +2,091	+0.8%	+$149K	0.55%	30
2020 Q4	$18.9M	Buy	274,123 +8,886	+3%	+$575K	0.56%	30
2020 Q3	$16M	Buy	265,237 +18,245	+7%	+$1.1M	0.52%	30
2020 Q2	$14.1M	Sell	246,992 -23,522	-9%	-$1.27M	0.5%	31
2020 Q1	$13.5M	Buy	270,514 +52,815	+24%	+$3.14M	0.62%	30
2019 Q4	$14.2M	Buy	217,699 +24,037	+12%	+$1.52M	0.56%	31
2019 Q3	$11.8M	Sell	193,662 -3,185	-2%	-$192K	0.51%	34
2019 Q2	$12.1M	Buy	196,847 +3,528	+2%	+$216K	0.52%	34
2019 Q1	$11.7M	Buy	193,319 +52,837	+38%	+$3.12M	0.53%	31
2018 Q4	$7.73M	Sell	140,482 -82,006	-37%	-$4.81M	0.4%	48
2018 Q3	$14.3M	Buy	222,488 +10,162	+5%	+$648K	0.64%	24
2018 Q2	$13.5M	Buy	212,326 +2,006	+1%	+$133K	0.6%	32
2018 Q1	$13.9M	Buy	210,320 +83,593	+66%	+$5.62M	0.58%	29
2017 Q4	$8.38M	Sell	126,727 -11,603	-8%	-$756K	0.38%	50
2017 Q3	$8.88M	Sell	138,330 -20,965	-13%	-$1.31M	0.42%	51
2017 Q2	$9.7M	Buy	159,295 +140,886	+765%	+$8.5M	0.5%	43
2017 Q1	$1.07M	Buy	18,409 +6,888	+60%	+$387K	0.06%	272
2016 Q4	$618K	Buy	11,521 +3,960	+52%	+$213K	0.04%	343
2016 Q3	$417K	Sell	7,561 -3,605	-32%	-$195K	0.03%	397
2016 Q2	$579K	Buy	11,166 +1,286	+13%	+$68.8K	0.04%	306
2016 Q1	$525K	Buy	9,880 +541	+6%	+$27.6K	0.05%	287
2015 Q4	$508K	Buy	9,339 +5,036	+117%	+$279K	0.04%	303
2015 Q3	$227K	Buy	+4,303	New	+$244K	0.03%	454

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

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

Stratos Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.6% in Q1 2026, buying an estimated $3.23M and bringing the position to 395,025 shares worth $35.8M. The position accounts for 0.41% of the portfolio, ranked #43.

Stratos Wealth Partners first reported a position in IEFA in Q3 2015 and has held it in 43 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Stratos Wealth Partners held 395,025 shares of iShares Core MSCI EAFE ETF worth $35.8M as of Q1 2026.
Stratos Wealth Partners bought 34,563 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $3.23M.
iShares Core MSCI EAFE ETF made up 0.41% of Stratos Wealth Partners's portfolio in Q1 2026, its #43 holding.
Stratos Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and has held it in 43 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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