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

Alta 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 		$485K Sell
5,027
-731
-13% -$70.2K 0.13% 113
2026
Q1 		$521K Sell
5,758
-482
-8% -$45K 0.17% 107
2025
Q4 		$558K Buy
6,240
+42
+0.7% +$3.71K 0.19% 97
2025
Q3 		$541K Sell
6,198
-267
-4% -$22.7K 0.19% 85
2025
Q2 		$540K Buy
6,465
+284
+5% +$22.5K 0.25% 63
2025
Q1 		$468K Buy
6,181
+421
+7% +$31.5K 0.21% 83
2024
Q4 		$405K Buy
5,760
+2,233
+63% +$165K 0.18% 99
2024
Q3 		$275K Sell
3,527
-155
-4% -$11.6K 0.13% 111
2024
Q2 		$267K Buy
3,682
+353
+11% +$26K 0.13% 110
2024
Q1 		$247K Sell
3,329
-28
-0.8% -$1.99K 0.13% 115
2023
Q4 		$236K Sell
3,357
-1,327
-28% -$87.5K 0.13% 117
2023
Q3 		$301K Hold
4,684
– – 0.18% 108
2023
Q2 		$316K Hold
4,684
– – 0.19% 114
2023
Q1 		$313K Buy
4,684
+193
+4% +$12.7K 0.2% 117
2022
Q4 		$277K Sell
4,491
-560
-11% -$33K 0.19% 125
2022
Q3 		$266K Sell
5,051
-1,275
-20% -$75K 0.19% 122
2022
Q2 		$372K Buy
6,326
+1,043
+20% +$66.9K 0.26% 106
2022
Q1 		$367K Hold
5,283
– – 0.22% 118
2021
Q4 		$394K Buy
5,283
+2,023
+62% +$152K 0.24% 112
2021
Q3 		$242K Buy
3,260
+115
+4% +$8.75K 0.18% 133
2021
Q2 		$235K Buy
3,145
+36
+1% +$2.72K 0.17% 135
2021
Q1 		$224K Sell
3,109
-44
-1% -$3.14K 0.19% 127
2020
Q4 		$218K Buy
+3,153
New +$204K 0.18% 132

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

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

Alta Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $70.2K and leaving 5,027 shares worth $485K. The position accounts for 0.13% of the portfolio, ranked #113.

Alta Wealth Advisors first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. The position peaked at $558K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Alta Wealth Advisors held 5,027 shares of iShares Core MSCI EAFE ETF worth $485K as of Q2 2026.
  • Alta Wealth Advisors sold 731 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $70.2K.
  • iShares Core MSCI EAFE ETF made up 0.13% of Alta Wealth Advisors's portfolio in Q2 2026, its #113 holding.
  • Alta Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
  • Alta Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $558K in Q4 2025.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.