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

Alteri Wealth’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 		$647K Sell
6,699
-2,332
-26% -$224K 0.18% 138
2026
Q1 		$818K Sell
9,031
-1,475
-14% -$138K 0.26% 96
2025
Q4 		$940K Sell
10,506
-6,469
-38% -$572K 0.3% 74
2025
Q3 		$1.48M Buy
16,975
+2,787
+20% +$237K 0.51% 36
2025
Q2 		$1.18M Buy
14,188
+1,914
+16% +$152K 0.46% 45
2025
Q1 		$928K Sell
12,274
-1,530
-11% -$114K 0.41% 62
2024
Q4 		$970K Buy
+13,804
New +$1.02M 0.27% 53

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Alteri Wealth's IEFA Position: Q2 2026 in Review

Alteri Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q2 2026, selling an estimated $224K and leaving 6,699 shares worth $647K. The position accounts for 0.18% of the portfolio, ranked #138.

Alteri Wealth first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.48M in Q3 2025. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Alteri Wealth held 6,699 shares of iShares Core MSCI EAFE ETF worth $647K as of Q2 2026.
  • Alteri Wealth sold 2,332 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $224K.
  • iShares Core MSCI EAFE ETF made up 0.18% of Alteri Wealth's portfolio in Q2 2026, its #138 holding.
  • Alteri Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Alteri Wealth's iShares Core MSCI EAFE ETF position peaked at $1.48M in Q3 2025.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.