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

Amplius 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	$1.33M	Sell	13,734 -108	-0.8%	-$10.4K	0.1%	69
2026 Q1	$1.25M	Sell	13,842 -5,677	-29%	-$530K	0.1%	66
2025 Q4	$1.75M	Sell	19,519 -773	-4%	-$68.4K	0.15%	56
2025 Q3	$1.77M	Sell	20,292 -8,845	-30%	-$752K	0.15%	56
2025 Q2	$2.43M	Buy	29,137 +15,974	+121%	+$1.27M	0.23%	53
2025 Q1	$996K	Buy	13,163 +4,033	+44%	+$302K	0.1%	75
2024 Q4	$642K	Buy	9,130 +5,259	+136%	+$388K	0.07%	91
2024 Q3	$302K	Sell	3,871 -1,107	-22%	-$82.9K	0.03%	130
2024 Q2	$362K	Sell	4,978 -838	-14%	-$61.7K	0.04%	114
2024 Q1	$432K	Sell	5,816 -495	-8%	-$35.2K	0.05%	105
2023 Q4	$444K	Sell	6,311 -4,644	-42%	-$306K	0.05%	103
2023 Q3	$705K	Buy	10,955 +162	+2%	+$10.8K	0.09%	79
2023 Q2	$729K	Sell	10,793 -2,522	-19%	-$171K	0.1%	78
2023 Q1	$890K	Sell	13,315 -939	-7%	-$61.6K	0.13%	73
2022 Q4	$879K	Sell	14,254 -5,578	-28%	-$328K	0.14%	75
2022 Q3	$1.04M	Sell	19,832 -381,594	-95%	-$22.4M	0.19%	58
2022 Q2	$23.6M	Buy	401,426 +381,841	+1,950%	+$24.5M	3.82%	7
2022 Q1	$1.36M	Sell	19,585 -4,687	-19%	-$332K	0.21%	54
2021 Q4	$1.81M	Buy	+24,272	New	+$1.82M	0.25%	47

Other funds holding IEFA

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

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

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

Amplius Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.78% in Q2 2026, selling an estimated $10.4K and leaving 13,734 shares worth $1.33M. The position accounts for 0.1% of the portfolio, ranked #69.

Amplius Wealth Advisors first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $23.6M in Q2 2022. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Amplius Wealth Advisors held 13,734 shares of iShares Core MSCI EAFE ETF worth $1.33M as of Q2 2026.
Amplius Wealth Advisors sold 108 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $10.4K.
iShares Core MSCI EAFE ETF made up 0.1% of Amplius Wealth Advisors's portfolio in Q2 2026, its #69 holding.
Amplius Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Amplius Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $23.6M in Q2 2022.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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