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Better Money Decisions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Better Money Decisions’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
2025
Q2 		$16.7M Buy
200,431
+4,774
+2% +$379K 10.17% 1
2025
Q1 		$14.8M Buy
195,657
+6,215
+3% +$465K 9.88% 2
2024
Q4 		$13.3M Sell
189,442
-12,801
-6% -$944K 9.23% 3
2024
Q3 		$15.8M Sell
202,243
-13,483
-6% -$1.01M 11.2% 1
2024
Q2 		$15.7M Buy
215,726
+9,723
+5% +$715K 11.79% 1
2024
Q1 		$15.3M Sell
206,003
-46,469
-18% -$3.31M 12.13% 1
2023
Q4 		$17.8M Sell
252,472
-72,827
-22% -$4.8M 14.74% 1
2023
Q3 		$20.9M Buy
325,299
+11,519
+4% +$771K 18.43% 1
2023
Q2 		$21.2M Buy
313,780
+5,553
+2% +$377K 17.26% 1
2023
Q1 		$20.6M Buy
308,227
+1,604
+0.5% +$105K 17.39% 1
2022
Q4 		$18.9M Buy
306,623
+14,653
+5% +$862K 16.39% 1
2022
Q3 		$15.4M Buy
291,970
+11,161
+4% +$656K 14.97% 1
2022
Q2 		$16.5M Buy
280,809
+50,601
+22% +$3.25M 13.99% 1
2022
Q1 		$16M Buy
230,208
+10,033
+5% +$710K 15% 1
2021
Q4 		$16.4M Buy
220,175
+28,384
+15% +$2.13M 13.83% 1
2021
Q3 		$14.2M Buy
191,791
+15,435
+9% +$1.17M 11.74% 1
2021
Q2 		$13.2M Buy
176,356
+11,141
+7% +$841K 11.81% 1
2021
Q1 		$11.9M Buy
+165,215
New +$11.8M 12.28% 1

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Better Money Decisions's IEFA Position: Q2 2025 in Review

Better Money Decisions increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2025, buying an estimated $379K and bringing the position to 200,431 shares worth $16.7M. The position accounts for 10.17% of the portfolio, ranked #1.

Better Money Decisions first reported a position in IEFA in Q1 2021 and has held it in 18 quarters since. The position peaked at $21.2M in Q2 2023. 2,105 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • Better Money Decisions held 200,431 shares of iShares Core MSCI EAFE ETF worth $16.7M as of Q2 2025.
  • Better Money Decisions bought 4,774 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $379K.
  • iShares Core MSCI EAFE ETF made up 10.17% of Better Money Decisions's portfolio in Q2 2025, its #1 holding.
  • Better Money Decisions first reported a position in iShares Core MSCI EAFE ETF in Q1 2021 and has held it in 18 quarters since.
  • Better Money Decisions's iShares Core MSCI EAFE ETF position peaked at $21.2M in Q2 2023.
  • 2,105 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on Better Money Decisions's 13F filing for Q2 2025, filed 8 Aug 2025.