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

Activest 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	$69.7K	Sell	722 -15,683	-96%	-$1.51M	0.01%	230
2026 Q1	$1.49M	Buy	16,405 +20	+0.1%	+$1.87K	0.26%	43
2025 Q4	$1.47M	Buy	16,385 +13,674	+504%	+$1.21M	0.27%	40
2025 Q3	$237K	Hold	2,711	–	–	0.05%	117
2025 Q2	$226K	Hold	2,711	–	–	0.05%	93
2025 Q1	$205K	Hold	2,711	–	–	0.06%	92
2024 Q4	$191K	Hold	2,711	–	–	0.05%	87
2024 Q3	$212K	Hold	2,711	–	–	0.07%	79
2024 Q2	$197K	Buy	+2,711	New	+$199K	0.06%	84

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

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

Activest Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 96% in Q2 2026, selling an estimated $1.51M and leaving 722 shares worth $69.7K. The position accounts for 0.01% of the portfolio, ranked #230.

Activest Wealth Management first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.49M in Q1 2026. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Activest Wealth Management held 722 shares of iShares Core MSCI EAFE ETF worth $69.7K as of Q2 2026.
Activest Wealth Management sold 15,683 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.51M.
iShares Core MSCI EAFE ETF made up 0.01% of Activest Wealth Management's portfolio in Q2 2026, its #230 holding.
Activest Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Activest Wealth Management's iShares Core MSCI EAFE ETF position peaked at $1.49M in Q1 2026.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.