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

Wealth Dimensions 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 		$7.19M Sell
79,407
-4,250
-5% -$397K 1.41% 16
2025
Q4 		$7.48M Sell
83,657
-458
-0.5% -$40.5K 1.48% 17
2025
Q3 		$7.34M Sell
84,115
-931
-1% -$79.1K 1.51% 17
2025
Q2 		$7.1M Buy
85,046
+615
+0.7% +$48.8K 1.56% 17
2025
Q1 		$6.39M Buy
84,431
+7,302
+9% +$546K 1.52% 16
2024
Q4 		$5.42M Buy
77,129
+1,201
+2% +$88.6K 1.33% 18
2024
Q3 		$5.93M Sell
75,928
-1,180
-2% -$88.3K 1.5% 16
2024
Q2 		$5.6M Sell
77,108
-190
-0.2% -$14K 1.6% 16
2024
Q1 		$5.74M Sell
77,298
-1,635
-2% -$116K 1.69% 16
2023
Q4 		$5.55M Sell
78,933
-2,885
-4% -$190K 1.76% 15
2023
Q3 		$5.26M Sell
81,818
-247
-0.3% -$16.5K 1.91% 12
2023
Q2 		$5.54M Sell
82,065
-3,104
-4% -$211K 2.02% 12
2023
Q1 		$5.69M Sell
85,169
-363
-0.4% -$23.8K 2.2% 11
2022
Q4 		$5.27M Buy
85,532
+11,091
+15% +$653K 2.15% 11
2022
Q3 		$3.92M Sell
74,441
-1,507
-2% -$88.6K 1.94% 11
2022
Q2 		$4.47M Sell
75,948
-693
-0.9% -$44.5K 2.12% 11
2022
Q1 		$5.33M Sell
76,641
-1,523
-2% -$108K 2.47% 10
2021
Q4 		$5.83M Buy
78,164
+1,703
+2% +$128K 2.86% 9
2021
Q3 		$5.68M Sell
76,461
-425
-0.6% -$32.3K 3.63% 6
2021
Q2 		$5.76M Sell
76,886
-962
-1% -$72.6K 3.9% 6
2021
Q1 		$5.61M Buy
77,848
+3,463
+5% +$247K 4.36% 5
2020
Q4 		$5.14M Buy
+74,385
New +$4.81M 4.44% 5

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 Dimensions Group's IEFA Position: Q1 2026 in Review

Wealth Dimensions Group reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.1% in Q1 2026, selling an estimated $397K and leaving 79,407 shares worth $7.19M. The position accounts for 1.41% of the portfolio, ranked #16.

Wealth Dimensions Group first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $7.48M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Wealth Dimensions Group held 79,407 shares of iShares Core MSCI EAFE ETF worth $7.19M as of Q1 2026.
  • Wealth Dimensions Group sold 4,250 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $397K.
  • iShares Core MSCI EAFE ETF made up 1.41% of Wealth Dimensions Group's portfolio in Q1 2026, its #16 holding.
  • Wealth Dimensions Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Wealth Dimensions Group's iShares Core MSCI EAFE ETF position peaked at $7.48M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.