Abundance Wealth Counselors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Abundance Wealth Counselors’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	$46.5M	Buy	481,054 +221,882	+86%	+$21.3M	3.02%	7
2026 Q1	$23.5M	Buy	259,172 +9,258	+4%	+$864K	3.37%	7
2025 Q4	$22.4M	Sell	249,914 -3,115	-1%	-$275K	3.77%	6
2025 Q3	$22.1M	Sell	253,029 -16,595	-6%	-$1.41M	3.79%	6
2025 Q2	$22.3M	Sell	269,624 -11,127	-4%	-$883K	4.18%	5
2025 Q1	$21.2M	Sell	280,751 -140,082	-33%	-$10.5M	4.44%	4
2024 Q4	$29.6M	Buy	420,833 +652	+0.2%	+$48.1K	6.44%	2
2024 Q3	$32.8M	Sell	420,181 -4,477	-1%	-$335K	6.79%	3
2024 Q2	$30.8M	Sell	424,658 -4,088	-1%	-$301K	14.2%	2
2024 Q1	$31.8M	Buy	428,746 +6,367	+2%	+$453K	7.32%	3
2023 Q4	$29.7M	Sell	422,379 -10,140	-2%	-$668K	7.72%	2
2023 Q3	$27.8M	Sell	432,519 -756	-0.2%	-$50.6K	7.95%	3
2023 Q2	$29.2M	Sell	433,275 -21,039	-5%	-$1.43M	15.13%	2
2023 Q1	$30.4M	Buy	454,314 +2,170	+0.5%	+$142K	7.68%	3
2022 Q4	$27.9M	Sell	452,144 -231,196	-34%	-$13.6M	7.58%	3
2022 Q3	$36M	Buy	683,340 +5,377	+0.8%	+$316K	10.29%	3
2022 Q2	$39.9M	Buy	677,963 +21,790	+3%	+$1.4M	10.82%	3
2022 Q1	$45.6M	Buy	656,173 +22,907	+4%	+$1.62M	12.39%	2
2021 Q4	$47.3M	Sell	633,266 -11,186	-2%	-$841K	12.12%	2
2021 Q3	$47.9M	Buy	644,452 +6,001	+0.9%	+$457K	27.96%	1
2021 Q2	$47.8M	Sell	638,451 -13,314	-2%	-$1.01M	12.35%	2
2021 Q1	$47M	Sell	651,765 -221,518	-25%	-$15.8M	11.67%	2
2020 Q4	$60.3M	Buy	873,283 +5,651	+0.7%	+$365K	15.14%	2
2020 Q3	$52.3M	Sell	867,632 -9,778	-1%	-$590K	15.07%	2
2020 Q2	$50.2M	Sell	877,410 -285,777	-25%	-$15.5M	15.25%	2
2020 Q1	$58M	Buy	1,163,187 +121,403	+12%	+$7.22M	20.13%	2
2019 Q4	$68M	Buy	1,041,784 +34,304	+3%	+$2.18M	18.93%	2
2019 Q3	$61.5M	Buy	1,007,480 +37,493	+4%	+$2.26M	18.72%	2
2019 Q2	$59.6M	Buy	969,987 +32,233	+3%	+$1.97M	18.53%	2
2019 Q1	$57M	Buy	937,754 +48,130	+5%	+$2.84M	18.71%	2
2018 Q4	$48.9M	Buy	+889,624	New	+$52.2M	17.97%	2

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

Abundance Wealth Counselors's IEFA Position: Q2 2026 in Review

Abundance Wealth Counselors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 86% in Q2 2026, buying an estimated $21.3M and bringing the position to 481,054 shares worth $46.5M. The position accounts for 3.02% of the portfolio, ranked #7.

Abundance Wealth Counselors first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. The position peaked at $68M in Q4 2019. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Abundance Wealth Counselors held 481,054 shares of iShares Core MSCI EAFE ETF worth $46.5M as of Q2 2026.
Abundance Wealth Counselors bought 221,882 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $21.3M.
iShares Core MSCI EAFE ETF made up 3.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #7 holding.
Abundance Wealth Counselors first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
Abundance Wealth Counselors's iShares Core MSCI EAFE ETF position peaked at $68M in Q4 2019.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.