United Advisor Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

United Advisor 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	$2.35M	Buy	25,966 +3,827	+17%	+$357K	0.29%	93
2025 Q4	$1.98M	Sell	22,139 -454	-2%	-$40.1K	0.25%	104
2025 Q3	$1.97M	Buy	22,593 +1,326	+6%	+$113K	0.27%	92
2025 Q2	$1.78M	Buy	21,267 +6,097	+40%	+$484K	0.31%	87
2025 Q1	$1.15M	Buy	15,170 +1,578	+12%	+$118K	0.24%	101
2024 Q4	$955K	Sell	13,592 -676	-5%	-$49.9K	0.19%	127
2024 Q3	$1.11M	Buy	14,268 +6,279	+79%	+$470K	0.25%	95
2024 Q2	$580K	Buy	7,989 +1,671	+26%	+$123K	0.18%	119
2024 Q1	$469K	Buy	+6,318	New	+$450K	0.18%	123

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

United Advisor Group's IEFA Position: Q1 2026 in Review

United Advisor Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 17% in Q1 2026, buying an estimated $357K and bringing the position to 25,966 shares worth $2.35M. The position accounts for 0.29% of the portfolio, ranked #93.

United Advisor Group first reported a position in IEFA in Q1 2024 and has held it in 9 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

United Advisor Group held 25,966 shares of iShares Core MSCI EAFE ETF worth $2.35M as of Q1 2026.
United Advisor Group bought 3,827 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $357K.
iShares Core MSCI EAFE ETF made up 0.29% of United Advisor Group's portfolio in Q1 2026, its #93 holding.
United Advisor Group first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 9 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.