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Tull Financial Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Tull Financial Group’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 		$29M Sell
319,962
-12,955
-4% -$1.21M 12.93% 3
2025
Q4 		$29.8M Buy
332,917
+9,602
+3% +$849K 12.76% 4
2025
Q3 		$28.2M Buy
323,315
+3,718
+1% +$316K 12.46% 4
2025
Q2 		$26.7M Buy
319,597
+17,142
+6% +$1.36M 12.14% 4
2025
Q1 		$22.9M Sell
302,455
-27,313
-8% -$2.04M 13.33% 3
2024
Q4 		$23.2M Buy
329,768
+13,475
+4% +$994K 13.98% 3
2024
Q3 		$24.7M Buy
+316,293
New +$23.7M 15.01% 2

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

Tull Financial Group's IEFA Position: Q1 2026 in Review

Tull Financial Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.9% in Q1 2026, selling an estimated $1.21M and leaving 319,962 shares worth $29M. The position accounts for 12.93% of the portfolio, ranked #3.

Tull Financial Group first reported a position in IEFA in Q3 2024 and has held it in 7 quarters since. The position peaked at $29.8M in Q4 2025. 2,402 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Tull Financial Group held 319,962 shares of iShares Core MSCI EAFE ETF worth $29M as of Q1 2026.
  • Tull Financial Group sold 12,955 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.21M.
  • iShares Core MSCI EAFE ETF made up 12.93% of Tull Financial Group's portfolio in Q1 2026, its #3 holding.
  • Tull Financial Group first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 7 quarters since.
  • Tull Financial Group's iShares Core MSCI EAFE ETF position peaked at $29.8M in Q4 2025.
  • 2,402 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Tull Financial Group's 13F filing for Q1 2026, filed 7 May 2026.