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Thoroughbred Financial Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Thoroughbred Financial Services’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 		$2.64M Buy
29,204
+1,252
+4% +$117K 0.16% 122
2025
Q4 		$2.5M Sell
27,952
-98
-0.3% -$8.67K 0.15% 131
2025
Q3 		$2.45M Sell
28,050
-388
-1% -$33K 0.15% 141
2025
Q2 		$2.37M Sell
28,438
-7,916
-22% -$628K 0.17% 134
2025
Q1 		$2.75M Sell
36,354
-750
-2% -$56.1K 0.17% 131
2024
Q4 		$2.61M Sell
37,104
-939
-2% -$69.3K 0.16% 129
2024
Q3 		$2.97M Buy
38,043
+128
+0.3% +$9.58K 0.19% 105
2024
Q2 		$2.75M Buy
37,915
+7,986
+27% +$588K 0.18% 107
2024
Q1 		$2.22M Sell
29,929
-8,708
-23% -$620K 0.21% 99
2023
Q4 		$2.72M Buy
38,637
+658
+2% +$43.4K 0.22% 97
2023
Q3 		$2.44M Buy
37,979
+8,162
+27% +$546K 0.24% 87
2023
Q2 		$2.01M Buy
29,817
+809
+3% +$54.9K 0.26% 90
2023
Q1 		$1.94M Buy
29,008
+936
+3% +$61.4K 0.29% 87
2022
Q4 		$1.73M Sell
28,072
-2,634
-9% -$155K 0.28% 92
2022
Q3 		$1.62M Sell
30,706
-17,006
-36% -$1,000K 0.31% 83
2022
Q2 		$2.81M Sell
47,712
-1,456
-3% -$93.4K 0.52% 44
2022
Q1 		$3.42M Buy
49,168
+1,582
+3% +$112K 0.56% 39
2021
Q4 		$3.55M Buy
47,586
+1,242
+3% +$93.3K 0.74% 28
2021
Q3 		$3.44M Sell
46,344
-922
-2% -$70.1K 0.84% 24
2021
Q2 		$3.54M Buy
47,266
+13,452
+40% +$1.02M 0.89% 23
2021
Q1 		$2.44M Buy
33,814
+875
+3% +$62.5K 0.68% 34
2020
Q4 		$2.27M Buy
32,939
+3,001
+10% +$194K 0.71% 35
2020
Q3 		$1.8M Sell
29,938
-1,051
-3% -$63.4K 0.68% 37
2020
Q2 		$1.77M Sell
30,989
-330
-1% -$17.9K 0.74% 34
2020
Q1 		$1.56M Buy
31,319
+250
+0.8% +$14.9K 0.56% 47
2019
Q4 		$2.03M Buy
31,069
+1,908
+7% +$121K 0.67% 39
2019
Q3 		$1.78M Buy
+29,161
New +$1.76M 0.68% 40
2019
Q2 		– Sell
-30,052
Closed -$1.83M – 208
2019
Q1 		$1.83M Sell
30,052
-12,618
-30% -$745K 0.75% 38
2018
Q4 		$2.6M Buy
+42,670
New +$2.5M 1.28% 23

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

Thoroughbred Financial Services's IEFA Position: Q1 2026 in Review

Thoroughbred Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.5% in Q1 2026, buying an estimated $117K and bringing the position to 29,204 shares worth $2.64M. The position accounts for 0.16% of the portfolio, ranked #122.

Thoroughbred Financial Services first reported a position in IEFA in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.55M in Q4 2021. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Thoroughbred Financial Services held 29,204 shares of iShares Core MSCI EAFE ETF worth $2.64M as of Q1 2026.
  • Thoroughbred Financial Services bought 1,252 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $117K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Thoroughbred Financial Services's portfolio in Q1 2026, its #122 holding.
  • Thoroughbred Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 29 quarters since.
  • Thoroughbred Financial Services's iShares Core MSCI EAFE ETF position peaked at $3.55M in Q4 2021.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Thoroughbred Financial Services's 13F filing for Q1 2026, filed 12 May 2026.