1WA
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180 Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

180 Wealth Advisors’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 		$2.82M Sell
29,220
-3,062
-9% -$294K 0.28% 92
2026
Q1 		$2.92M Sell
32,282
-253
-0.8% -$23.6K 0.33% 78
2025
Q4 		$2.91M Buy
32,535
+198
+0.6% +$17.5K 0.33% 73
2025
Q3 		$2.82M Buy
32,337
+35
+0.1% +$2.97K 0.34% 72
2025
Q2 		$2.7M Sell
32,302
-456
-1% -$36.2K 0.38% 65
2025
Q1 		$2.48M Sell
32,758
-281
-0.9% -$21K 0.39% 67
2024
Q4 		$2.32M Sell
33,039
-11
-0% -$811 0.36% 64
2024
Q3 		$2.58M Sell
33,050
-34
-0.1% -$2.54K 0.41% 67
2024
Q2 		$2.48M Sell
33,084
-214
-0.6% -$15.7K 0.4% 66
2024
Q1 		$2.47M Sell
33,298
-507
-1% -$36.1K 0.44% 59
2023
Q4 		$2.35M Sell
33,805
-528
-2% -$34.8K 0.47% 55
2023
Q3 		$2.21M Buy
34,333
+16
+0% +$1.07K 0.5% 50
2023
Q2 		$2.32M Sell
34,317
-185
-0.5% -$12.5K 0.51% 52
2023
Q1 		$2.31M Sell
34,502
-450
-1% -$29.5K 0.54% 50
2022
Q4 		$2.35M Sell
34,952
-1,046
-3% -$61.6K 0.55% 51
2022
Q3 		$1.9M Sell
35,998
-933
-3% -$54.9K 0.52% 54
2022
Q2 		$2.18M Sell
36,931
-623
-2% -$40K 0.56% 47
2022
Q1 		$2.55M Sell
37,554
-865
-2% -$61.2K 0.56% 48
2021
Q4 		$2.77M Sell
38,419
-962
-2% -$72.3K 0.62% 34
2021
Q3 		$2.99M Sell
39,381
-1,219
-3% -$92.7K 0.66% 31
2021
Q2 		$3.1M Sell
40,600
-358
-0.9% -$27K 0.71% 29
2021
Q1 		$3.12M Sell
40,958
-1,948
-5% -$139K 0.77% 27
2020
Q4 		$3.04M Sell
42,906
-1,654
-4% -$107K 0.88% 23
2020
Q3 		$2.73M Sell
44,560
-1,993
-4% -$120K 1.02% 17
2020
Q2 		$2.77M Sell
46,553
-7,448
-14% -$404K 1.1% 16
2020
Q1 		$2.62M Buy
54,001
+995
+2% +$59.2K 1.36% 13
2019
Q4 		$3.48M Sell
53,006
-1,570
-3% -$99.6K 1.39% 12
2019
Q3 		$3.36M Buy
54,576
+2,198
+4% +$133K 1.49% 12
2019
Q2 		$3.15M Buy
52,378
+628
+1% +$38.5K 1.42% 13
2019
Q1 		$3.16M Buy
51,750
+16,261
+46% +$960K 1.43% 12
2018
Q4 		$2.27M Sell
35,489
-634
-2% -$37.2K 1.06% 15
2018
Q3 		$2.31M Buy
36,123
+4,633
+15% +$295K 1.07% 16
2018
Q2 		$2M Buy
31,490
+9,734
+45% +$644K 0.99% 20
2018
Q1 		$1.43M Buy
21,756
+6,896
+46% +$463K 0.74% 37
2017
Q4 		$982K Buy
+14,860
New +$969K 0.5% 61

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

180 Wealth Advisors's IEFA Position: Q2 2026 in Review

180 Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 9.5% in Q2 2026, selling an estimated $294K and leaving 29,220 shares worth $2.82M. The position accounts for 0.28% of the portfolio, ranked #92.

180 Wealth Advisors first reported a position in IEFA in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.48M in Q4 2019. 561 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • 180 Wealth Advisors held 29,220 shares of iShares Core MSCI EAFE ETF worth $2.82M as of Q2 2026.
  • 180 Wealth Advisors sold 3,062 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $294K.
  • iShares Core MSCI EAFE ETF made up 0.28% of 180 Wealth Advisors's portfolio in Q2 2026, its #92 holding.
  • 180 Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
  • 180 Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $3.48M in Q4 2019.
  • 561 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.