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

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 494 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.
494 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.