APW
IEFA icon

Acima Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Acima Private Wealth’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 		$9.59M Buy
99,334
+277
+0.3% +$26.6K 2.79% 13
2026
Q1 		$8.97M Buy
99,057
+703
+0.7% +$65.6K 2.81% 12
2025
Q4 		$8.8M Buy
98,354
+20,554
+26% +$1.82M 2.73% 13
2025
Q3 		$6.79M Buy
77,800
+12,334
+19% +$1.05M 2.13% 16
2025
Q2 		$5.47M Buy
65,466
+296
+0.5% +$23.5K 1.86% 20
2025
Q1 		$4.93M Sell
65,170
-7,009
-10% -$524K 1.77% 19
2024
Q4 		$5.07M Buy
72,179
+2,532
+4% +$187K 1.71% 18
2024
Q3 		$5.44M Buy
69,647
+4,890
+8% +$366K 1.82% 16
2024
Q2 		$4.7M Sell
64,757
-286
-0.4% -$21K 1.73% 17
2024
Q1 		$4.83M Buy
65,043
+66
+0.1% +$4.7K 1.78% 14
2023
Q4 		$4.57M Buy
64,977
+602
+0.9% +$39.7K 1.78% 15
2023
Q3 		$4.14M Sell
64,375
-64
-0.1% -$4.29K 1.84% 15
2023
Q2 		$4.35M Sell
64,439
-345
-0.5% -$23.4K 2.08% 13
2023
Q1 		$4.33M Buy
64,784
+190
+0.3% +$12.5K 2.13% 12
2022
Q4 		$3.98M Sell
64,594
-9,574
-13% -$563K 2.04% 12
2022
Q3 		$3.91M Sell
74,168
-72
-0.1% -$4.23K 2.01% 13
2022
Q2 		$4.37M Sell
74,240
-3,709
-5% -$238K 2.18% 12
2022
Q1 		$5.42M Sell
77,949
-178
-0.2% -$12.6K 2.5% 9
2021
Q4 		$5.83M Buy
78,127
+870
+1% +$65.4K 2.51% 7
2021
Q3 		$5.74M Buy
77,257
+134
+0.2% +$10.2K 2.64% 5
2021
Q2 		$5.77M Sell
77,123
-304
-0.4% -$23K 2.65% 6
2021
Q1 		$5.58M Buy
77,427
+326
+0.4% +$23.3K 2.74% 4
2020
Q4 		$5.33M Buy
77,101
+7,670
+11% +$496K 2.76% 5
2020
Q3 		$4.18M Buy
69,431
+45,111
+185% +$2.72M 2.52% 10
2020
Q2 		$1.39M Buy
24,320
+21,501
+763% +$1.17M 0.9% 31
2020
Q1 		$141K Sell
2,819
-2,264
-45% -$135K 0.11% 130
2019
Q4 		$332K Hold
5,083
– – 0.23% 97
2019
Q3 		$310K Hold
5,083
– – 0.24% 94
2019
Q2 		$312K Hold
5,083
– – 0.25% 88
2019
Q1 		$309K Buy
5,083
+3,190
+169% +$188K 0.26% 87
2018
Q4 		$104K Buy
+1,893
New +$111K 0.1% 148

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Acima Private Wealth's IEFA Position: Q2 2026 in Review

Acima Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.28% in Q2 2026, buying an estimated $26.6K and bringing the position to 99,334 shares worth $9.59M. The position accounts for 2.79% of the portfolio, ranked #13.

Acima Private Wealth first reported a position in IEFA in Q4 2018 and has held it in 31 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Acima Private Wealth held 99,334 shares of iShares Core MSCI EAFE ETF worth $9.59M as of Q2 2026.
  • Acima Private Wealth bought 277 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $26.6K.
  • iShares Core MSCI EAFE ETF made up 2.79% of Acima Private Wealth's portfolio in Q2 2026, its #13 holding.
  • Acima Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 31 quarters since.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Acima Private Wealth's 13F filing for Q2 2026, filed 6 Jul 2026.