AE Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $144M | Buy |
1,486,643
+179,896
| +14% | +$17.3M | 0.67% | 29 |
|
|
2026
Q1 | $118M | Buy |
1,306,747
+302,188
| +30% | +$28.2M | 0.64% | 27 |
|
|
2025
Q4 | $89.9M | Buy |
1,004,559
+370,179
| +58% | +$32.7M | 0.52% | 44 |
|
|
2025
Q3 | $55.4M | Buy |
634,380
+107,134
| +20% | +$9.1M | 0.35% | 66 |
|
|
2025
Q2 | $44M | Buy |
527,246
+51,769
| +11% | +$4.11M | 0.32% | 82 |
|
|
2025
Q1 | $36M | Sell |
475,477
-95,507
| -17% | -$7.14M | 0.3% | 86 |
|
|
2024
Q4 | $40.1M | Buy |
570,984
+11,548
| +2% | +$852K | 0.34% | 69 |
|
|
2024
Q3 | $43.7M | Buy |
559,436
+389,240
| +229% | +$29.1M | 0.4% | 59 |
|
|
2024
Q2 | $12.4M | Sell |
170,196
-13,826
| -8% | -$1.02M | 0.12% | 197 |
|
|
2024
Q1 | $13.7M | Sell |
184,022
-399,851
| -68% | -$28.5M | 0.15% | 180 |
|
|
2023
Q4 | $40.8M | Buy |
583,873
+36,188
| +7% | +$2.39M | 0.21% | 102 |
|
|
2023
Q3 | $35.2M | Buy |
547,685
+2,111
| +0.4% | +$141K | 0.21% | 105 |
|
|
2023
Q2 | $36.8M | Buy |
545,574
+35,288
| +7% | +$2.39M | 0.22% | 90 |
|
|
2023
Q1 | $34.1M | Buy |
510,286
+97,011
| +23% | +$6.36M | 0.22% | 94 |
|
|
2022
Q4 | $25.5M | Sell |
413,275
-38,390
| -8% | -$2.26M | 0.18% | 127 |
|
|
2022
Q3 | $23.8M | Sell |
451,665
-36,498
| -7% | -$2.15M | 0.19% | 119 |
|
|
2022
Q2 | $28.7M | Buy |
488,163
+179,012
| +58% | +$11.5M | 0.23% | 101 |
|
|
2022
Q1 | $21.5M | Buy |
309,151
+14,190
| +5% | +$1M | 0.15% | 153 |
|
|
2021
Q4 | $22M | Sell |
294,961
-86,229
| -23% | -$6.48M | 0.15% | 137 |
|
|
2021
Q3 | $28.3M | Buy |
381,190
+83,938
| +28% | +$6.39M | 0.23% | 95 |
|
|
2021
Q2 | $22.3M | Buy |
297,252
+139,670
| +89% | +$10.5M | 0.19% | 116 |
|
|
2021
Q1 | $11.4M | Sell |
157,582
-39,624
| -20% | -$2.83M | 0.11% | 183 |
|
|
2020
Q4 | $13.6M | Buy |
197,206
+12,571
| +7% | +$813K | 0.15% | 141 |
|
|
2020
Q3 | $11.1M | Sell |
184,635
-75,591
| -29% | -$4.56M | 0.16% | 132 |
|
|
2020
Q2 | $14.9M | Buy |
260,226
+39,132
| +18% | +$2.12M | 0.23% | 102 |
|
|
2020
Q1 | $11M | Sell |
221,094
-149,160
| -40% | -$8.88M | 0.25% | 80 |
|
|
2019
Q4 | $24.2M | Buy |
370,254
+195,661
| +112% | +$12.4M | 0.52% | 40 |
|
|
2019
Q3 | $10.7M | Buy |
174,593
+27,700
| +19% | +$1.67M | 0.31% | 64 |
|
|
2019
Q2 | $9.02M | Buy |
146,893
+123,450
| +527% | +$7.56M | 0.27% | 72 |
|
|
2019
Q1 | $1.43M | Buy |
23,443
+14,628
| +166% | +$863K | 0.1% | 170 |
|
|
2018
Q4 | $485K | Buy |
8,815
+2,954
| +50% | +$173K | 0.08% | 250 |
|
|
2018
Q3 | $376K | Sell |
5,861
-836
| -12% | -$53.3K | 0.02% | 395 |
|
|
2018
Q2 | $424K | Buy |
6,697
+2,069
| +45% | +$137K | 0.03% | 280 |
|
|
2018
Q1 | $305K | Sell |
4,628
-220
| -5% | -$14.8K | 0.02% | 321 |
|
|
2017
Q4 | $320K | Buy |
+4,848
| New | +$316K | 0.03% | 302 |
|
Other funds holding IEFA
AE Wealth Management's IEFA Position: Q2 2026 in Review
AE Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 14% in Q2 2026, buying an estimated $17.3M and bringing the position to 1,486,643 shares worth $144M. The position accounts for 0.67% of the portfolio, ranked #29.
AE Wealth Management first reported a position in IEFA in Q4 2017 and has held it in 35 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- AE Wealth Management held 1,486,643 shares of iShares Core MSCI EAFE ETF worth $144M as of Q2 2026.
- AE Wealth Management bought 179,896 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.3M.
- iShares Core MSCI EAFE ETF made up 0.67% of AE Wealth Management's portfolio in Q2 2026, its #29 holding.
- AE Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2017 and has held it in 35 quarters since.
- 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.