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

AAF Wealth Management’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 		$4.98M Sell
51,604
-776
-1% -$74.5K 1.84% 10
2026
Q1 		$4.74M Sell
52,380
-3,959
-7% -$370K 1.95% 9
2025
Q4 		$5.04M Buy
56,339
+29
+0.1% +$2.56K 2.13% 8
2025
Q3 		$4.92M Sell
56,310
-168
-0.3% -$14.3K 2.23% 8
2025
Q2 		$4.71M Sell
56,478
-1,580
-3% -$125K 2.15% 9
2025
Q1 		$4.39M Sell
58,058
-7,890
-12% -$590K 2.37% 10
2024
Q4 		$4.63M Buy
65,948
+338
+0.5% +$24.9K 2.34% 10
2024
Q3 		$5.12M Sell
65,610
-1,161
-2% -$86.9K 2.58% 9
2024
Q2 		$4.85M Sell
66,771
-604
-0.9% -$44.4K 2.51% 10
2024
Q1 		$5M Sell
67,375
-5,926
-8% -$422K 2.81% 10
2023
Q4 		$5.16M Sell
73,301
-434
-0.6% -$28.6K 3.02% 10
2023
Q3 		$4.74M Sell
73,735
-387
-0.5% -$25.9K 3.05% 10
2023
Q2 		$5M Buy
74,122
+578
+0.8% +$39.2K 3.08% 10
2023
Q1 		$4.92M Sell
73,544
-7,877
-10% -$516K 3.21% 10
2022
Q4 		$5.02M Buy
81,421
+29,984
+58% +$1.76M 3.55% 10
2022
Q3 		$2.71M Buy
51,437
+17,669
+52% +$1.04M 2.16% 11
2022
Q2 		$1.99M Sell
33,768
-3,199
-9% -$205K 1.5% 11
2022
Q1 		$2.57M Sell
36,967
-2,931
-7% -$207K 1.69% 11
2021
Q4 		$2.98M Buy
39,898
+2,078
+5% +$156K 2.15% 8
2021
Q3 		$2.81M Sell
37,820
-277
-0.7% -$21.1K 2.13% 9
2021
Q2 		$2.85M Sell
38,097
-3,625
-9% -$274K 2.2% 9
2021
Q1 		$3.01M Sell
41,722
-1,456
-3% -$104K 2.55% 8
2020
Q4 		$2.98M Buy
+43,178
New +$2.79M 2.7% 8

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

AAF Wealth Management's IEFA Position: Q2 2026 in Review

AAF Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.5% in Q2 2026, selling an estimated $74.5K and leaving 51,604 shares worth $4.98M. The position accounts for 1.84% of the portfolio, ranked #10.

AAF Wealth Management first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.16M in Q4 2023. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • AAF Wealth Management held 51,604 shares of iShares Core MSCI EAFE ETF worth $4.98M as of Q2 2026.
  • AAF Wealth Management sold 776 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $74.5K.
  • iShares Core MSCI EAFE ETF made up 1.84% of AAF Wealth Management's portfolio in Q2 2026, its #10 holding.
  • AAF Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • AAF Wealth Management's iShares Core MSCI EAFE ETF position peaked at $5.16M in Q4 2023.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on AAF Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.