Aletheian Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aletheian Wealth Advisors’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	$3.51M	Sell	36,347 -651	-2%	-$62.5K	1.5%	15
2026 Q1	$3.35M	Buy	+36,998	New	+$3.45M	1.63%	14
2025 Q3	$3.28M	Hold	37,548	–	–	1.52%	16
2025 Q2	$3.13M	Sell	37,548 -390	-1%	-$31K	1.54%	16
2025 Q1	$2.87M	Sell	37,938 -196	-0.5%	-$14.7K	1.61%	15
2024 Q4	$2.68M	Sell	38,134 -799	-2%	-$58.9K	1.58%	16
2024 Q3	$3.04M	Sell	38,933 -3,536	-8%	-$265K	1.77%	13
2024 Q2	$3.08M	Sell	42,469 -115	-0.3%	-$8.46K	1.63%	14
2024 Q1	$3.16M	Sell	42,584 -204	-0.5%	-$14.5K	1.71%	14
2023 Q4	$3.01M	Sell	42,788 -22,217	-34%	-$1.46M	1.99%	13
2023 Q3	$4.18M	Buy	65,005 +148	+0.2%	+$9.91K	3.21%	7
2023 Q2	$4.38M	Buy	64,857 +3,436	+6%	+$233K	3%	8
2023 Q1	$4.11M	Sell	61,421 -5,329	-8%	-$349K	3.63%	9
2022 Q4	$4.11M	Buy	66,750 +15,004	+29%	+$883K	3.55%	6
2022 Q3	$2.73M	Buy	51,746 +7,500	+17%	+$441K	3.09%	8
2022 Q2	$2.6M	Sell	44,246 -7,491	-14%	-$481K	2.64%	12
2022 Q1	$3.6M	Buy	51,737 +42,708	+473%	+$3.02M	3.41%	9
2021 Q4	$674K	Buy	+9,029	New	+$679K	0.66%	32

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

Aletheian Wealth Advisors's IEFA Position: Q2 2026 in Review

Aletheian Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, selling an estimated $62.5K and leaving 36,347 shares worth $3.51M. The position accounts for 1.5% of the portfolio, ranked #15.

Aletheian Wealth Advisors first reported a position in IEFA in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.38M in Q2 2023. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Aletheian Wealth Advisors held 36,347 shares of iShares Core MSCI EAFE ETF worth $3.51M as of Q2 2026.
Aletheian Wealth Advisors sold 651 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $62.5K.
iShares Core MSCI EAFE ETF made up 1.5% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Aletheian Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 18 quarters since.
Aletheian Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $4.38M in Q2 2023.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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