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

Accurate 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 		$13.5M Buy
139,068
+25,438
+22% +$2.44M 1.29% 10
2026
Q1 		$10.8M Buy
113,630
+5,731
+5% +$535K 1.3% 14
2025
Q4 		$9.94M Buy
107,899
+6,576
+6% +$582K 1.26% 12
2025
Q3 		$8.84M Buy
101,323
+13,138
+15% +$1.12M 1.18% 12
2025
Q2 		$7.4M Buy
88,185
+11,342
+15% +$900K 1.13% 13
2025
Q1 		$5.64M Buy
76,843
+3,108
+4% +$232K 1.08% 14
2024
Q4 		$5.14M Buy
73,735
+14,424
+24% +$1.06M 0.99% 17
2024
Q3 		$4.49M Buy
59,311
+13,314
+29% +$997K 0.9% 19
2024
Q2 		$3.45M Buy
45,997
+5,238
+13% +$385K 0.83% 27
2024
Q1 		$2.88M Sell
40,759
-911
-2% -$64.8K 0.84% 33
2023
Q4 		$2.91M Buy
41,670
+201
+0.5% +$13.2K 0.9% 24
2023
Q3 		$2.66M Buy
41,469
+9,567
+30% +$641K 0.84% 31
2023
Q2 		$2.2M Buy
31,902
+12,882
+68% +$874K 0.69% 35
2023
Q1 		$1.28M Buy
19,020
+2,612
+16% +$171K 0.44% 65
2022
Q4 		$1.06M Buy
+16,408
New +$966K 0.39% 58

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
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
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

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

Accurate Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 22% in Q2 2026, buying an estimated $2.44M and bringing the position to 139,068 shares worth $13.5M. The position accounts for 1.29% of the portfolio, ranked #10.

Accurate Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 1,000 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Accurate Wealth Management held 139,068 shares of iShares Core MSCI EAFE ETF worth $13.5M as of Q2 2026.
  • Accurate Wealth Management bought 25,438 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.44M.
  • iShares Core MSCI EAFE ETF made up 1.29% of Accurate Wealth Management's portfolio in Q2 2026, its #10 holding.
  • Accurate Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,000 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.