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

Altus Wealth 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	$261K	Hold	2,699	–	–	0.09%	123
2026 Q1	$244K	Buy	+2,699	New	+$252K	0.1%	121
2025 Q2	–	Sell	-3,347	Closed	-$253K	–	140
2025 Q1	$253K	Sell	3,347 -432	-11%	-$32.3K	0.12%	113
2024 Q4	$266K	Sell	3,779 -1,908	-34%	-$141K	0.12%	119
2024 Q3	$444K	Buy	5,687 +2,385	+72%	+$179K	0.19%	94
2024 Q2	$240K	Sell	3,302 -5,056	-60%	-$372K	0.12%	116
2024 Q1	$620K	Sell	8,358 -5,996	-42%	-$427K	0.31%	76
2023 Q4	$1.01M	Buy	14,354 +282	+2%	+$18.6K	0.56%	41
2023 Q3	$906K	Sell	14,072 -365	-3%	-$24.4K	0.57%	40
2023 Q2	$974K	Buy	14,437 +10,810	+298%	+$733K	0.6%	37
2023 Q1	$242K	Buy	+3,627	New	+$238K	0.16%	114
2021 Q1	–	Sell	-180	Closed	-$12K	–	451
2020 Q4	$12K	Buy	+180	New	+$11.6K	0.01%	483

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

Altus Wealth Group's IEFA Position: Q2 2026 in Review

Altus Wealth Group held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,699 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #123.

Altus Wealth Group first reported a position in IEFA in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.01M in Q4 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Altus Wealth Group held 2,699 shares of iShares Core MSCI EAFE ETF worth $261K as of Q2 2026.
Altus Wealth Group left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.09% of Altus Wealth Group's portfolio in Q2 2026, its #123 holding.
Altus Wealth Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 12 quarters since.
Altus Wealth Group's iShares Core MSCI EAFE ETF position peaked at $1.01M in Q4 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.