Tower View Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tower View Wealth 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	$16.6K	Hold	183	–	–	0.01%	133
2025 Q4	$16.4K	Buy	183 +3	+2%	+$265	0.01%	116
2025 Q3	$15.7K	Hold	180	–	–	0.01%	115
2025 Q2	$15K	Buy	180 +3	+2%	+$238	0.01%	130
2025 Q1	$13.4K	Sell	177 -86	-33%	-$6.43K	0.01%	125
2024 Q4	$18.5K	Buy	263 +89	+51%	+$6.57K	0.01%	108
2024 Q3	$13.6K	Hold	174	–	–	0.01%	121
2024 Q2	$12.6K	Hold	174	–	–	0.01%	122
2024 Q1	$12.9K	Buy	+174	New	+$12.4K	0.01%	125
2021 Q4	–	Sell	-39	Closed	-$3K	–	207
2021 Q3	$3K	Hold	39	–	–	﹤0.01%	210
2021 Q2	$3K	Buy	39 +1	+3%	+$75	﹤0.01%	162
2021 Q1	$3K	Buy	+38	New	+$2.72K	﹤0.01%	173

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

Tower View Wealth Management's IEFA Position: Q1 2026 in Review

Tower View Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q1 2026 at 183 shares worth $16.6K. The position accounts for 0.01% of the portfolio, ranked #133.

Tower View Wealth Management first reported a position in IEFA in Q1 2021 and has held it in 12 quarters since. The position peaked at $18.5K in Q4 2024. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Tower View Wealth Management held 183 shares of iShares Core MSCI EAFE ETF worth $16.6K as of Q1 2026.
Tower View Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q1 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Tower View Wealth Management's portfolio in Q1 2026, its #133 holding.
Tower View Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 12 quarters since.
Tower View Wealth Management's iShares Core MSCI EAFE ETF position peaked at $18.5K in Q4 2024.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.