AWM
IEFA icon

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

Abound 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 		$10.8M Buy
112,102
+130
+0.1% +$12.5K 2.15% 13
2026
Q1 		$10.1M Sell
111,972
-477
-0.4% -$44.5K 2.3% 13
2025
Q4 		$10.1M Buy
112,449
+800
+0.7% +$70.7K 2.36% 13
2025
Q3 		$9.75M Buy
111,649
+180
+0.2% +$15.3K 2.44% 12
2025
Q2 		$9.31M Buy
111,469
+10,534
+10% +$836K 2.63% 11
2025
Q1 		$7.64M Buy
100,935
+366
+0.4% +$27.4K 2.55% 11
2024
Q4 		$7.07M Buy
100,569
+2,153
+2% +$159K 2.27% 12
2024
Q3 		$7.68M Sell
98,416
-2,645
-3% -$198K 2.55% 11
2024
Q2 		$7.34M Buy
101,061
+2,354
+2% +$173K 2.71% 10
2024
Q1 		$7.33M Buy
98,707
+160
+0.2% +$11.4K 2.79% 10
2023
Q4 		$6.93M Buy
98,547
+7,574
+8% +$499K 2.78% 11
2023
Q3 		$5.85M Buy
90,973
+576
+0.6% +$38.6K 2.49% 12
2023
Q2 		$6.1M Buy
90,397
+1,703
+2% +$115K 2.55% 12
2023
Q1 		$5.93M Sell
88,694
-2,754
-3% -$181K 2.66% 12
2022
Q4 		$5.64M Buy
91,448
+3,690
+4% +$217K 2.76% 12
2022
Q3 		$4.62M Buy
87,758
+41,354
+89% +$2.43M 2.5% 13
2022
Q2 		$2.73M Buy
46,404
+27,079
+140% +$1.74M 1.52% 14
2022
Q1 		$1.34M Buy
19,325
+2,160
+13% +$153K 0.97% 16
2021
Q4 		$1.28M Buy
+17,165
New +$1.29M 1.01% 14

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

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

Abound Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.12% in Q2 2026, buying an estimated $12.5K and bringing the position to 112,102 shares worth $10.8M. The position accounts for 2.15% of the portfolio, ranked #13.

Abound Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 583 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Abound Wealth Management held 112,102 shares of iShares Core MSCI EAFE ETF worth $10.8M as of Q2 2026.
  • Abound Wealth Management bought 130 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $12.5K.
  • iShares Core MSCI EAFE ETF made up 2.15% of Abound Wealth Management's portfolio in Q2 2026, its #13 holding.
  • Abound Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 583 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.