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

Avid Wealth Partners’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 		$318K Sell
3,294
-574
-15% -$55.1K 0.15% 56
2026
Q1 		$350K Sell
3,868
-25,166
-87% -$2.35M 0.17% 50
2025
Q4 		$2.6M Sell
29,034
-141,219
-83% -$12.5M 1.27% 19
2025
Q3 		$14.9M Buy
170,253
+7,256
+4% +$617K 7.39% 4
2025
Q2 		$13.6M Buy
162,997
+50,648
+45% +$4.02M 7.79% 3
2025
Q1 		$8.5M Sell
112,349
-71,492
-39% -$5.35M 5.77% 7
2024
Q4 		$12.9M Buy
183,841
+5,225
+3% +$385K 9.18% 3
2024
Q3 		$13.9M Buy
178,616
+114,518
+179% +$8.57M 9.87% 3
2024
Q2 		$4.66M Sell
64,098
-85,695
-57% -$6.31M 3.62% 10
2024
Q1 		$11.1M Sell
149,793
-12,188
-8% -$868K 8.93% 3
2023
Q4 		$11.4M Buy
+161,981
New +$10.7M 11.3% 2

Other funds holding IEFA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 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
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 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

Avid Wealth Partners's IEFA Position: Q2 2026 in Review

Avid Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2026, selling an estimated $55.1K and leaving 3,294 shares worth $318K. The position accounts for 0.15% of the portfolio, ranked #56.

Avid Wealth Partners first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $14.9M in Q3 2025. 1,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Avid Wealth Partners held 3,294 shares of iShares Core MSCI EAFE ETF worth $318K as of Q2 2026.
  • Avid Wealth Partners sold 574 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $55.1K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Avid Wealth Partners's portfolio in Q2 2026, its #56 holding.
  • Avid Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
  • Avid Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $14.9M in Q3 2025.
  • 1,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.