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

Balboa 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	$808K	Buy	8,366 +524	+7%	+$50.3K	0.11%	156
2026 Q1	$710K	Sell	7,842 -34	-0.4%	-$3.17K	0.12%	145
2025 Q4	$705K	Buy	7,876 +36	+0.5%	+$3.18K	0.12%	136
2025 Q3	$685K	Sell	7,840 -16,953	-68%	-$1.44M	0.12%	138
2025 Q2	$2.07M	Buy	24,793 +6,316	+34%	+$501K	0.42%	52
2025 Q1	$1.4M	Sell	18,477 -1,228	-6%	-$91.8K	0.34%	55
2024 Q4	$1.38M	Buy	19,705 +3,390	+21%	+$250K	0.32%	58
2024 Q3	$1.27M	Buy	16,315 +2,543	+18%	+$190K	0.32%	61
2024 Q2	$1M	Buy	+13,772	New	+$1.01M	0.26%	72

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

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

Balboa Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.7% in Q2 2026, buying an estimated $50.3K and bringing the position to 8,366 shares worth $808K. The position accounts for 0.11% of the portfolio, ranked #156.

Balboa Wealth Partners first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.07M in Q2 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Balboa Wealth Partners held 8,366 shares of iShares Core MSCI EAFE ETF worth $808K as of Q2 2026.
Balboa Wealth Partners bought 524 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $50.3K.
iShares Core MSCI EAFE ETF made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #156 holding.
Balboa Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
Balboa Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $2.07M in Q2 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.