Transcend Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Transcend Capital 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	$5.32M	Buy	58,814 +4,703	+9%	+$439K	0.43%	45
2025 Q4	$4.84M	Sell	54,111 -659	-1%	-$58.3K	0.37%	49
2025 Q3	$4.78M	Sell	54,770 -3,344	-6%	-$284K	0.34%	57
2025 Q2	$4.85M	Sell	58,114 -9,862	-15%	-$783K	0.37%	52
2025 Q1	$5.14M	Sell	67,976 -3,695	-5%	-$276K	0.37%	58
2024 Q4	$5.04M	Sell	71,671 -11,128	-13%	-$821K	0.36%	59
2024 Q3	$6.46M	Sell	82,799 -10,301	-11%	-$771K	0.43%	51
2024 Q2	$6.76M	Sell	93,100 -811	-0.9%	-$59.7K	0.49%	42
2024 Q1	$6.97M	Sell	93,911 -5,806	-6%	-$413K	0.56%	37
2023 Q4	$7.02M	Sell	99,717 -3,339	-3%	-$220K	0.62%	33
2023 Q3	$6.63M	Sell	103,056 -2,706	-3%	-$181K	0.65%	30
2023 Q2	$7.14M	Buy	105,762 +4,696	+5%	+$318K	0.68%	27
2023 Q1	$6.76M	Sell	101,066 -12,274	-11%	-$805K	0.71%	26
2022 Q4	$6.99M	Buy	113,340 +2,925	+3%	+$172K	0.76%	25
2022 Q3	$5.82M	Sell	110,415 -11,532	-9%	-$678K	0.64%	30
2022 Q2	$7.18M	Sell	121,947 -5,807	-5%	-$373K	0.75%	25
2022 Q1	$8.88M	Buy	127,754 +87,057	+214%	+$6.16M	0.79%	21
2021 Q4	$3.04M	Buy	40,697 +11,248	+38%	+$845K	0.27%	99
2021 Q3	$2.25M	Buy	29,449 +1,221	+4%	+$92.9K	0.2%	115
2021 Q2	$2.11M	Buy	28,228 +19,064	+208%	+$1.44M	0.3%	87
2021 Q1	$662K	Sell	9,164 -6,148	-40%	-$439K	0.08%	221
2020 Q4	$1.06M	Sell	15,312 -863	-5%	-$55.8K	0.14%	163
2020 Q3	$975K	Buy	+16,175	New	+$976K	0.18%	118
2020 Q2	–	Sell	-9,293	Closed	-$464K	–	153
2020 Q1	$464K	Sell	9,293 -14,669	-61%	-$873K	0.14%	146
2019 Q4	$1.56M	Buy	+23,962	New	+$1.52M	0.42%	75

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

Transcend Capital Advisors's IEFA Position: Q1 2026 in Review

Transcend Capital Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.7% in Q1 2026, buying an estimated $439K and bringing the position to 58,814 shares worth $5.32M. The position accounts for 0.43% of the portfolio, ranked #45.

Transcend Capital Advisors first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $8.88M in Q1 2022. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Transcend Capital Advisors held 58,814 shares of iShares Core MSCI EAFE ETF worth $5.32M as of Q1 2026.
Transcend Capital Advisors bought 4,703 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $439K.
iShares Core MSCI EAFE ETF made up 0.43% of Transcend Capital Advisors's portfolio in Q1 2026, its #45 holding.
Transcend Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
Transcend Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $8.88M in Q1 2022.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.