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

Trevian 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	$2.09M	Buy	23,124 +1,332	+6%	+$124K	1.03%	13
2025 Q4	$1.95M	Buy	21,792 +1,700	+8%	+$150K	0.93%	15
2025 Q3	$1.75M	Buy	20,092 +2,701	+16%	+$229K	0.94%	12
2025 Q2	$1.45M	Buy	+17,391	New	+$1.38M	0.89%	15

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

Trevian Wealth Management's IEFA Position: Q1 2026 in Review

Trevian Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.1% in Q1 2026, buying an estimated $124K and bringing the position to 23,124 shares worth $2.09M. The position accounts for 1.03% of the portfolio, ranked #13.

Trevian Wealth Management first reported a position in IEFA in Q2 2025 and has held it in 4 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Trevian Wealth Management held 23,124 shares of iShares Core MSCI EAFE ETF worth $2.09M as of Q1 2026.
Trevian Wealth Management bought 1,332 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $124K.
iShares Core MSCI EAFE ETF made up 1.03% of Trevian Wealth Management's portfolio in Q1 2026, its #13 holding.
Trevian Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 4 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Trevian Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.