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

Talisman 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	$513K	Sell	5,664 -2,615	-32%	-$244K	0.41%	53
2025 Q4	$741K	Sell	8,279 -183	-2%	-$16.2K	0.58%	47
2025 Q3	$739K	Buy	8,462 +198	+2%	+$16.8K	0.61%	42
2025 Q2	$690K	Sell	8,264 -606	-7%	-$48.1K	0.63%	42
2025 Q1	$671K	Sell	8,870 -197	-2%	-$14.7K	0.69%	42
2024 Q4	$637K	Sell	9,067 -717	-7%	-$52.9K	0.68%	41
2024 Q3	$766K	Sell	9,784 -594	-6%	-$44.5K	0.81%	36
2024 Q2	$754K	Sell	10,378 -125	-1%	-$9.2K	0.87%	36
2024 Q1	$780K	Sell	10,503 -16	-0.2%	-$1.14K	0.98%	34
2023 Q4	$740K	Sell	10,519 -439	-4%	-$28.9K	1.1%	30
2023 Q3	$705K	Sell	10,958 -910	-8%	-$60.9K	1.22%	25
2023 Q2	$801K	Sell	11,868 -251	-2%	-$17K	1.37%	23
2023 Q1	$810K	Sell	12,119 -184	-1%	-$12.1K	1.46%	21
2022 Q4	$758K	Buy	+12,303	New	+$724K	1.61%	21

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

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

Talisman Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 32% in Q1 2026, selling an estimated $244K and leaving 5,664 shares worth $513K. The position accounts for 0.41% of the portfolio, ranked #53.

Talisman Wealth Advisors first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. The position peaked at $810K in Q1 2023. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Talisman Wealth Advisors held 5,664 shares of iShares Core MSCI EAFE ETF worth $513K as of Q1 2026.
Talisman Wealth Advisors sold 2,615 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $244K.
iShares Core MSCI EAFE ETF made up 0.41% of Talisman Wealth Advisors's portfolio in Q1 2026, its #53 holding.
Talisman Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
Talisman Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $810K in Q1 2023.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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