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TAGStone Capital’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

TAGStone Capital’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 		$6.06M Buy
66,918
+451
+0.7% +$42.1K 2.14% 11
2025
Q4 		$5.95M Buy
66,467
+1,144
+2% +$101K 2.21% 12
2025
Q3 		$5.7M Sell
65,323
-23
-0% -$1.95K 2.26% 12
2025
Q2 		$5.53M Buy
65,346
+1,466
+2% +$116K 2.28% 12
2025
Q1 		$4.83M Sell
63,880
-1,287
-2% -$96.2K 2.38% 11
2024
Q4 		$4.58M Buy
65,167
+883
+1% +$65.1K 2.25% 11
2024
Q3 		$5.02M Sell
64,284
-43
-0.1% -$3.22K 2.56% 10
2024
Q2 		$4.67M Sell
64,327
-175
-0.3% -$12.9K 2.65% 10
2024
Q1 		$4.79M Buy
64,502
+1,405
+2% +$100K 2.8% 8
2023
Q4 		$4.44M Buy
63,097
+523
+0.8% +$34.5K 2.9% 8
2023
Q3 		$4.03M Buy
62,574
+263
+0.4% +$17.6K 2.96% 7
2023
Q2 		$4.21M Buy
62,311
+1,091
+2% +$74K 3.03% 7
2023
Q1 		$4.09M Buy
61,220
+1,149
+2% +$75.3K 3.06% 8
2022
Q4 		$3.7M Sell
60,071
-373
-0.6% -$22K 3.06% 9
2022
Q3 		$3.18M Buy
60,444
+3,567
+6% +$210K 2.96% 8
2022
Q2 		$3.35M Buy
56,877
+4,590
+9% +$294K 3.19% 6
2022
Q1 		$3.63M Buy
52,287
+77
+0.1% +$5.45K 3.06% 8
2021
Q4 		$3.9M Buy
+52,210
New +$3.92M 3.25% 6

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

TAGStone Capital's IEFA Position: Q1 2026 in Review

TAGStone Capital increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.68% in Q1 2026, buying an estimated $42.1K and bringing the position to 66,918 shares worth $6.06M. The position accounts for 2.14% of the portfolio, ranked #11.

TAGStone Capital first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • TAGStone Capital held 66,918 shares of iShares Core MSCI EAFE ETF worth $6.06M as of Q1 2026.
  • TAGStone Capital bought 451 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $42.1K.
  • iShares Core MSCI EAFE ETF made up 2.14% of TAGStone Capital's portfolio in Q1 2026, its #11 holding.
  • TAGStone Capital first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.