Adamsbrown Wealth Consultants’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Adamsbrown Wealth Consultants’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	$323K	Sell	3,341 -107	-3%	-$10.3K	0.06%	117
2026 Q1	$312K	Buy	3,448 +818	+31%	+$76.3K	0.08%	99
2025 Q4	$235K	Sell	2,630 -11	-0.4%	-$973	0.07%	114
2025 Q3	$231K	Buy	2,641 +11	+0.4%	+$935	0.06%	105
2025 Q2	$220K	Buy	+2,630	New	+$209K	0.06%	99
2025 Q1	–	Sell	-3,335	Closed	-$234K	–	102
2024 Q4	$234K	Buy	3,335 +566	+20%	+$41.8K	0.08%	89
2024 Q3	$216K	Hold	2,769	–	–	0.08%	86
2024 Q2	$201K	Buy	+2,769	New	+$204K	0.08%	81
2022 Q2	–	Sell	-3,136	Closed	-$218K	–	88
2022 Q1	$218K	Sell	3,136 -7	-0.2%	-$495	0.17%	85
2021 Q4	$235K	Buy	+3,143	New	+$236K	0.21%	70

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

Adamsbrown Wealth Consultants's IEFA Position: Q2 2026 in Review

Adamsbrown Wealth Consultants reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.1% in Q2 2026, selling an estimated $10.3K and leaving 3,341 shares worth $323K. The position accounts for 0.06% of the portfolio, ranked #117.

Adamsbrown Wealth Consultants first reported a position in IEFA in Q4 2021 and has held it in 10 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Adamsbrown Wealth Consultants held 3,341 shares of iShares Core MSCI EAFE ETF worth $323K as of Q2 2026.
Adamsbrown Wealth Consultants sold 107 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.3K.
iShares Core MSCI EAFE ETF made up 0.06% of Adamsbrown Wealth Consultants's portfolio in Q2 2026, its #117 holding.
Adamsbrown Wealth Consultants first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 10 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Adamsbrown Wealth Consultants's 13F filing for Q2 2026, filed 9 Jul 2026.