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Tred Avon Family Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tred Avon Family Wealth’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 		$1.75M Buy
19,329
+1,956
+11% +$183K 0.58% 39
2025
Q4 		$1.55M Sell
17,373
-1,460
-8% -$129K 0.51% 45
2025
Q3 		$1.64M Buy
+18,833
New +$1.6M 0.56% 39

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 $424B AUM 22.94% 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

Tred Avon Family Wealth's IEFA Position: Q1 2026 in Review

Tred Avon Family Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q1 2026, buying an estimated $183K and bringing the position to 19,329 shares worth $1.75M. The position accounts for 0.58% of the portfolio, ranked #39.

Tred Avon Family Wealth first reported a position in IEFA in Q3 2025 and has held it in 3 quarters since. 2,402 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Tred Avon Family Wealth held 19,329 shares of iShares Core MSCI EAFE ETF worth $1.75M as of Q1 2026.
  • Tred Avon Family Wealth bought 1,956 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $183K.
  • iShares Core MSCI EAFE ETF made up 0.58% of Tred Avon Family Wealth's portfolio in Q1 2026, its #39 holding.
  • Tred Avon Family Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 3 quarters since.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Tred Avon Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.