1 North Wealth Services’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

1 North Wealth Services’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 Q2	$3.86K	Hold	40	–	–	﹤0.01%	249
2026 Q1	$3.62K	Hold	40	–	–	﹤0.01%	220
2025 Q4	$3.58K	Buy	+40	New	+$3.54K	﹤0.01%	224

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

1 North Wealth Services's IEFA Position: Q2 2026 in Review

1 North Wealth Services held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 40 shares worth $3.86K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

1 North Wealth Services first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

1 North Wealth Services held 40 shares of iShares Core MSCI EAFE ETF worth $3.86K as of Q2 2026.
1 North Wealth Services left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of 1 North Wealth Services's portfolio in Q2 2026, its #249 holding.
1 North Wealth Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on 1 North Wealth Services's 13F filing for Q2 2026, filed 3 Aug 2026.