Tevis Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tevis Investment Management’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	–	Sell	-2,777	Closed	-$242K	–	113
2025 Q4	$242K	Hold	2,777	–	–	0.15%	99
2025 Q3	$242K	Sell	2,777 -845	-23%	-$71.8K	0.15%	99
2025 Q2	$302K	Buy	3,622 +645	+22%	+$51.2K	0.19%	95
2025 Q1	$209K	Hold	2,977	–	–	0.16%	94
2024 Q4	$209K	Buy	2,977 +208	+8%	+$15.3K	0.16%	94
2024 Q3	$216K	Buy	+2,769	New	+$207K	0.16%	87
2022 Q4	–	Sell	-3,394	Closed	-$179K	–	130
2022 Q3	$179K	Sell	3,394 -972	-22%	-$57.2K	0.17%	89
2022 Q2	$258K	Sell	4,366 -56	-1%	-$3.59K	0.25%	79
2022 Q1	$307K	Buy	4,422 +71	+2%	+$5.02K	0.28%	79
2021 Q4	$326K	Buy	+4,351	New	+$327K	0.28%	85

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

Tevis Investment Management's IEFA Position: Q1 2026 in Review

Tevis Investment Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q1 2026, closing a stake of 2,777 shares — an estimated $242K sold.

Tevis Investment Management first reported a position in IEFA in Q4 2021 and held it in 10 quarters. The position peaked at $326K in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Tevis Investment Management reported no remaining iShares Core MSCI EAFE ETF position as of Q1 2026 after selling out during the quarter.
Tevis Investment Management sold 2,777 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $242K.
Tevis Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and held it in 10 quarters.
Tevis Investment Management's iShares Core MSCI EAFE ETF position peaked at $326K in Q4 2021.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.