Aspire Capital Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Aspire Capital 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	$273K	Sell	2,822 -632	-18%	-$60.7K	0.05%	109
2026 Q1	$313K	Buy	3,454 +68	+2%	+$6.35K	0.07%	93
2025 Q4	$303K	Buy	3,386 +920	+37%	+$81.4K	0.07%	95
2025 Q3	$215K	Sell	2,466 -3	-0.1%	-$255	0.05%	107
2025 Q2	$206K	Buy	+2,469	New	+$196K	0.06%	100

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

Aspire Capital Advisors's IEFA Position: Q2 2026 in Review

Aspire Capital Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 18% in Q2 2026, selling an estimated $60.7K and leaving 2,822 shares worth $273K. The position accounts for 0.05% of the portfolio, ranked #109.

Aspire Capital Advisors first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $313K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Aspire Capital Advisors held 2,822 shares of iShares Core MSCI EAFE ETF worth $273K as of Q2 2026.
Aspire Capital Advisors sold 632 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $60.7K.
iShares Core MSCI EAFE ETF made up 0.05% of Aspire Capital Advisors's portfolio in Q2 2026, its #109 holding.
Aspire Capital Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Aspire Capital Advisors's iShares Core MSCI EAFE ETF position peaked at $313K in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Aspire Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.