Towercrest Capital Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.7M | Buy |
294,340
+10,354
| +4% | +$966K | 4.15% | 7 |
|
|
2025
Q4 | $25.4M | Buy |
283,986
+8,572
| +3% | +$758K | 4.01% | 7 |
|
|
2025
Q3 | $24M | Buy |
275,414
+18,726
| +7% | +$1.59M | 3.86% | 7 |
|
|
2025
Q2 | $21.4M | Buy |
256,688
+2,538
| +1% | +$201K | 3.82% | 7 |
|
|
2025
Q1 | $19.2M | Sell |
254,150
-64,948
| -20% | -$4.86M | 3.65% | 8 |
|
|
2024
Q4 | $22.4M | Buy |
319,098
+4,261
| +1% | +$314K | 3.62% | 8 |
|
|
2024
Q3 | $24.6M | Buy |
314,837
+3,213
| +1% | +$241K | 3.96% | 7 |
|
|
2024
Q2 | $22.6M | Buy |
311,624
+15,913
| +5% | +$1.17M | 3.73% | 8 |
|
|
2024
Q1 | $21.9M | Buy |
295,711
+5,827
| +2% | +$415K | 3.7% | 8 |
|
|
2023
Q4 | $20.4M | Buy |
289,884
+14,718
| +5% | +$970K | 3.65% | 8 |
|
|
2023
Q3 | $17.7M | Sell |
275,166
-1,994
| -0.7% | -$134K | 3.44% | 7 |
|
|
2023
Q2 | $18.7M | Buy |
277,160
+37,815
| +16% | +$2.56M | 3.48% | 7 |
|
|
2023
Q1 | $16M | Sell |
239,345
-10,538
| -4% | -$691K | 3.33% | 8 |
|
|
2022
Q4 | $15.4M | Buy |
249,883
+18,021
| +8% | +$1.06M | 3.41% | 8 |
|
|
2022
Q3 | $12.2M | Buy |
231,862
+21,094
| +10% | +$1.24M | 2.86% | 10 |
|
|
2022
Q2 | $12.4M | Buy |
210,768
+5,439
| +3% | +$349K | 2.78% | 11 |
|
|
2022
Q1 | $14.3M | Buy |
205,329
+11,760
| +6% | +$832K | 2.78% | 11 |
|
|
2021
Q4 | $14.4M | Buy |
193,569
+1,691
| +0.9% | +$127K | 2.64% | 11 |
|
|
2021
Q3 | $14.2M | Buy |
191,878
+9,074
| +5% | +$690K | 2.7% | 11 |
|
|
2021
Q2 | $13.7M | Buy |
182,804
+11,559
| +7% | +$873K | 2.65% | 12 |
|
|
2021
Q1 | $12.3M | Sell |
171,245
-2,894
| -2% | -$207K | 2.64% | 12 |
|
|
2020
Q4 | $12M | Sell |
174,139
-9,793
| -5% | -$633K | 2.7% | 11 |
|
|
2020
Q3 | $11.1M | Buy |
183,932
+2,284
| +1% | +$138K | 2.72% | 13 |
|
|
2020
Q2 | $10.4M | Buy |
181,648
+15,569
| +9% | +$844K | 2.72% | 13 |
|
|
2020
Q1 | $8.29M | Sell |
166,079
-39,070
| -19% | -$2.33M | 2.49% | 16 |
|
|
2019
Q4 | $13.4M | Buy |
205,149
+4,614
| +2% | +$293K | 3.42% | 8 |
|
|
2019
Q3 | $12.2M | Buy |
200,535
+3,425
| +2% | +$207K | 3.4% | 8 |
|
|
2019
Q2 | $12.1M | Sell |
197,110
-59,011
| -23% | -$3.62M | 3.43% | 8 |
|
|
2019
Q1 | $15.6M | Buy |
256,121
+20,028
| +8% | +$1.18M | 4.48% | 5 |
|
|
2018
Q4 | $13M | Buy |
236,093
+26,817
| +13% | +$1.57M | 4.17% | 6 |
|
|
2018
Q3 | $13.4M | Buy |
209,276
+13,233
| +7% | +$844K | 3.96% | 7 |
|
|
2018
Q2 | $12.4M | Sell |
196,043
-2,456
| -1% | -$163K | 3.92% | 5 |
|
|
2018
Q1 | $13.1M | Buy |
198,499
+11,111
| +6% | +$746K | 9.05% | 2 |
|
|
2017
Q4 | $12.4M | Sell |
187,388
-3,539
| -2% | -$231K | 9.01% | 3 |
|
|
2017
Q3 | $12.3M | Sell |
190,927
-5,981
| -3% | -$374K | 9.39% | 2 |
|
|
2017
Q2 | $12M | Sell |
196,908
-24,475
| -11% | -$1.48M | 9.39% | 2 |
|
|
2017
Q1 | $12.8M | Buy |
221,383
+23,630
| +12% | +$1.33M | 10.7% | 3 |
|
|
2016
Q4 | $10.6M | Sell |
197,753
-7,649
| -4% | -$411K | 9.24% | 3 |
|
|
2016
Q3 | $11.3M | Buy |
205,402
+19,091
| +10% | +$1.03M | 10.07% | 3 |
|
|
2016
Q2 | $9.67M | Buy |
186,311
+24,016
| +15% | +$1.28M | 9.29% | 3 |
|
|
2016
Q1 | $8.62M | Buy |
162,295
+13,308
| +9% | +$679K | 9.13% | 3 |
|
|
2015
Q4 | $8.1M | Buy |
148,987
+2,533
| +2% | +$141K | 8.75% | 4 |
|
|
2015
Q3 | $7.73M | Buy |
146,454
+29,124
| +25% | +$1.65M | 8.53% | 4 |
|
|
2015
Q2 | $6.84M | Buy |
117,330
+863
| +0.7% | +$52.5K | 7.22% | 5 |
|
|
2015
Q1 | $7.07M | Buy |
116,467
+20,788
| +22% | +$1.19M | 7.39% | 5 |
|
|
2014
Q4 | $5.29M | Buy |
+95,679
| New | +$5.43M | 6.13% | 8 |
|
Other funds holding IEFA
Towercrest Capital Management's IEFA Position: Q1 2026 in Review
Towercrest Capital Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q1 2026, buying an estimated $966K and bringing the position to 294,340 shares worth $26.7M. The position accounts for 4.15% of the portfolio, ranked #7.
Towercrest Capital Management first reported a position in IEFA in Q4 2014 and has held it in 46 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.
- Towercrest Capital Management held 294,340 shares of iShares Core MSCI EAFE ETF worth $26.7M as of Q1 2026.
- Towercrest Capital Management bought 10,354 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $966K.
- iShares Core MSCI EAFE ETF made up 4.15% of Towercrest Capital Management's portfolio in Q1 2026, its #7 holding.
- Towercrest Capital Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 46 quarters since.
- 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.
Based on Towercrest Capital Management's 13F filing for Q1 2026, filed 1 May 2026.