AWMG
IEFA icon

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

Alliance Wealth Management Group’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 		$16.6M Buy
172,207
+28,589
+20% +$2.75M 3.24% 9
2026
Q1 		$13M Buy
143,618
+6,654
+5% +$621K 2.85% 11
2025
Q4 		$12.3M Buy
136,964
+5,523
+4% +$488K 2.69% 12
2025
Q3 		$11.5M Buy
131,441
+26,568
+25% +$2.26M 2.55% 11
2025
Q2 		$8.75M Buy
104,873
+22
+0% +$1.75K 2.23% 16
2025
Q1 		$7.93M Buy
104,851
+6,619
+7% +$495K 2.14% 17
2024
Q4 		$6.9M Buy
98,232
+493
+0.5% +$36.4K 1.85% 19
2024
Q3 		$7.63M Buy
97,739
+9,514
+11% +$712K 2.03% 17
2024
Q2 		$6.41M Buy
88,225
+8,039
+10% +$592K 1.83% 17
2024
Q1 		$5.95M Buy
80,186
+3,969
+5% +$283K 1.75% 18
2023
Q4 		$5.36M Buy
+76,217
New +$5.02M 1.67% 19
2023
Q2 		$4.67M Buy
69,257
+1,957
+3% +$133K 1.52% 19
2023
Q1 		$4.5M Buy
67,300
+4,049
+6% +$265K 1.53% 18
2022
Q4 		$3.9M Buy
63,251
+7,439
+13% +$438K 1.43% 21
2022
Q3 		$2.94M Buy
55,812
+8,781
+19% +$516K 1.14% 25
2022
Q2 		$2.77M Buy
47,031
+7,401
+19% +$475K 1.02% 26
2022
Q1 		$2.75M Buy
39,630
+7,100
+22% +$502K 0.9% 27
2021
Q4 		$2.43M Buy
32,530
+1,245
+4% +$93.6K 0.75% 27
2021
Q3 		$2.33M Buy
31,285
+4,984
+19% +$379K 0.75% 27
2021
Q2 		$1.97M Buy
26,301
+13,662
+108% +$1.03M 0.65% 29
2021
Q1 		$913K Sell
12,639
-1,167
-8% -$83.4K 0.34% 34
2020
Q4 		$956K Sell
13,806
-5,647
-29% -$365K 0.38% 33
2020
Q3 		$1.18M Buy
19,453
+2,819
+17% +$170K 0.51% 30
2020
Q2 		$956K Buy
16,634
+1,851
+13% +$100K 0.44% 32
2020
Q1 		$745K Buy
14,783
+4,163
+39% +$248K 0.4% 35
2019
Q4 		$690K Sell
10,620
-5
-0% -$317 0.31% 38
2019
Q3 		$647K Buy
10,625
+2,035
+24% +$123K 0.31% 38
2019
Q2 		$527K Sell
8,590
-3,061
-26% -$188K 0.26% 39
2019
Q1 		$708K Buy
11,651
+2,874
+33% +$170K 0.38% 36
2018
Q4 		$483K Buy
+8,777
New +$515K 0.29% 38

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Alliance Wealth Management Group's IEFA Position: Q2 2026 in Review

Alliance Wealth Management Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q2 2026, buying an estimated $2.75M and bringing the position to 172,207 shares worth $16.6M. The position accounts for 3.24% of the portfolio, ranked #9.

Alliance Wealth Management Group first reported a position in IEFA in Q4 2018 and has held it in 30 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Alliance Wealth Management Group held 172,207 shares of iShares Core MSCI EAFE ETF worth $16.6M as of Q2 2026.
  • Alliance Wealth Management Group bought 28,589 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.75M.
  • iShares Core MSCI EAFE ETF made up 3.24% of Alliance Wealth Management Group's portfolio in Q2 2026, its #9 holding.
  • Alliance Wealth Management Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2018 and has held it in 30 quarters since.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Alliance Wealth Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.