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

Wealth Alliance’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 		$4.76M Sell
52,566
-5,725
-10% -$534K 0.47% 41
2025
Q4 		$5.21M Buy
58,291
+3,660
+7% +$324K 0.51% 33
2025
Q3 		$4.77M Sell
54,631
-2,529
-4% -$215K 0.49% 35
2025
Q2 		$4.77M Buy
57,160
+1,066
+2% +$84.6K 0.53% 32
2025
Q1 		$4.24M Buy
56,094
+38,230
+214% +$2.86M 0.51% 32
2024
Q4 		$1.26M Sell
17,864
-38,604
-68% -$2.85M 0.15% 135
2024
Q3 		$4.41M Sell
56,468
-1,114
-2% -$83.4K 0.53% 28
2024
Q2 		$4.18M Sell
57,582
-1,426
-2% -$105K 0.54% 26
2024
Q1 		$4.38M Sell
59,008
-110
-0.2% -$7.83K 0.57% 26
2023
Q4 		$4.16M Buy
59,118
+9,675
+20% +$638K 0.58% 27
2023
Q3 		$3.18M Sell
49,443
-13,331
-21% -$893K 0.5% 34
2023
Q2 		$4.24M Sell
62,774
-3,038
-5% -$206K 0.63% 23
2023
Q1 		$4.4M Sell
65,812
-5,338
-8% -$350K 0.71% 18
2022
Q4 		$4.39M Buy
71,150
+63,817
+870% +$3.76M 0.78% 14
2022
Q3 		$386K Buy
7,333
+645
+10% +$37.9K 0.08% 265
2022
Q2 		$393K Sell
6,688
-5,057
-43% -$324K 0.08% 253
2022
Q1 		$816K Sell
11,745
-16,880
-59% -$1.19M 0.17% 140
2021
Q4 		$2.14M Sell
28,625
-33,601
-54% -$2.53M 0.43% 45
2021
Q3 		$4.62M Buy
62,226
+109
+0.2% +$8.29K 1.04% 17
2021
Q2 		$4.65M Sell
62,117
-316
-0.5% -$23.9K 1.1% 14
2021
Q1 		$4.5M Sell
62,433
-1,535
-2% -$110K 1.26% 12
2020
Q4 		$4.42M Buy
63,968
+173
+0.3% +$11.2K 1.3% 10
2020
Q3 		$3.85M Buy
63,795
+47,347
+288% +$2.86M 1.38% 8
2020
Q2 		$940K Buy
+16,448
New +$891K 0.37% 69

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 $374B AUM 17.66% 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

Wealth Alliance's IEFA Position: Q1 2026 in Review

Wealth Alliance reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.8% in Q1 2026, selling an estimated $534K and leaving 52,566 shares worth $4.76M. The position accounts for 0.47% of the portfolio, ranked #41.

Wealth Alliance first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.21M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Wealth Alliance held 52,566 shares of iShares Core MSCI EAFE ETF worth $4.76M as of Q1 2026.
  • Wealth Alliance sold 5,725 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $534K.
  • iShares Core MSCI EAFE ETF made up 0.47% of Wealth Alliance's portfolio in Q1 2026, its #41 holding.
  • Wealth Alliance first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
  • Wealth Alliance's iShares Core MSCI EAFE ETF position peaked at $5.21M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.