Ashton Thomas Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ashton Thomas Private 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	$23.9M	Buy	247,653 +1,006	+0.4%	+$96.6K	0.5%	39
2026 Q1	$22.3M	Buy	246,647 +1,486	+0.6%	+$139K	0.53%	42
2025 Q4	$21.9M	Buy	245,161 +8,534	+4%	+$755K	0.53%	39
2025 Q3	$20.7M	Buy	236,627 +46,724	+25%	+$3.97M	0.54%	34
2025 Q2	$15.9M	Buy	189,903 +39,028	+26%	+$3.1M	0.56%	36
2025 Q1	$11.4M	Buy	150,875 +10,336	+7%	+$773K	0.44%	52
2024 Q4	$9.88M	Buy	140,539 +40,281	+40%	+$2.97M	0.38%	60
2024 Q3	$7.83M	Buy	100,258 +4,609	+5%	+$345K	0.41%	59
2024 Q2	$6.95M	Buy	95,649 +4,431	+5%	+$326K	0.38%	66
2024 Q1	$6.77M	Buy	91,218 +6,553	+8%	+$466K	0.39%	70
2023 Q4	$5.96M	Buy	84,665 +3,404	+4%	+$224K	0.37%	72
2023 Q3	$5.23M	Sell	81,261 -14,539	-15%	-$973K	0.38%	65
2023 Q2	$6.47M	Buy	95,800 +13,721	+17%	+$931K	0.49%	52
2023 Q1	$5.49M	Buy	82,079 +17,807	+28%	+$1.17M	0.48%	53
2022 Q4	$3.96M	Buy	64,272 +3,483	+6%	+$205K	0.39%	67
2022 Q3	$3.2M	Buy	60,789 +11,097	+22%	+$653K	0.36%	74
2022 Q2	$2.92M	Buy	49,692 +3,237	+7%	+$208K	0.32%	88
2022 Q1	$3.23M	Buy	46,455 +283	+0.6%	+$20K	0.28%	98
2021 Q4	$3.45M	Buy	46,172 +6,937	+18%	+$521K	0.33%	80
2021 Q3	$2.91M	Buy	39,235 +286	+0.7%	+$21.8K	0.42%	62
2021 Q2	$2.92M	Buy	38,949 +2,598	+7%	+$196K	0.45%	59
2021 Q1	$2.62M	Buy	36,351 +743	+2%	+$53.1K	0.44%	60
2020 Q4	$2.46M	Buy	+35,608	New	+$2.3M	0.47%	57

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

Ashton Thomas Private Wealth's IEFA Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.41% in Q2 2026, buying an estimated $96.6K and bringing the position to 247,653 shares worth $23.9M. The position accounts for 0.5% of the portfolio, ranked #39.

Ashton Thomas Private Wealth first reported a position in IEFA in Q4 2020 and has held it in 23 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Ashton Thomas Private Wealth held 247,653 shares of iShares Core MSCI EAFE ETF worth $23.9M as of Q2 2026.
Ashton Thomas Private Wealth bought 1,006 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $96.6K.
iShares Core MSCI EAFE ETF made up 0.5% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #39 holding.
Ashton Thomas Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 23 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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