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

Adams 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	$218K	Sell	2,255 -1,039	-32%	-$99.8K	0.04%	142
2026 Q1	$298K	Buy	3,294 +60	+2%	+$5.6K	0.07%	127
2025 Q4	$289K	Buy	3,234 +93	+3%	+$8.22K	0.06%	137
2025 Q3	$274K	Sell	3,141 -679	-18%	-$57.7K	0.06%	143
2025 Q2	$319K	Sell	3,820 -523	-12%	-$41.5K	0.06%	126
2025 Q1	$329K	Sell	4,343 -264	-6%	-$19.7K	0.06%	105
2024 Q4	$324K	Sell	4,607 -120	-3%	-$8.85K	0.06%	100
2024 Q3	$369K	Sell	4,727 -394	-8%	-$29.5K	0.08%	97
2024 Q2	$372K	Sell	5,121 -304	-6%	-$22.4K	0.09%	90
2024 Q1	$403K	Sell	5,425 -18	-0.3%	-$1.28K	0.1%	84
2023 Q4	$383K	Buy	+5,443	New	+$359K	0.11%	80
2020 Q4	–	Sell	-108	Closed	-$7K	–	188
2020 Q3	$7K	Buy	+108	New	+$6.51K	0.01%	207

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

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

Adams Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 32% in Q2 2026, selling an estimated $99.8K and leaving 2,255 shares worth $218K. The position accounts for 0.04% of the portfolio, ranked #142.

Adams Wealth Management first reported a position in IEFA in Q3 2020 and has held it in 12 quarters since. The position peaked at $403K in Q1 2024. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Adams Wealth Management held 2,255 shares of iShares Core MSCI EAFE ETF worth $218K as of Q2 2026.
Adams Wealth Management sold 1,039 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $99.8K.
iShares Core MSCI EAFE ETF made up 0.04% of Adams Wealth Management's portfolio in Q2 2026, its #142 holding.
Adams Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2020 and has held it in 12 quarters since.
Adams Wealth Management's iShares Core MSCI EAFE ETF position peaked at $403K in Q1 2024.
2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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