BlackDiamond Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

BlackDiamond Wealth Management’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	$986K	Sell	9,812 -181	-2%	-$17.4K	0.4%	56
2026 Q1	$905K	Buy	9,993 +77	+0.8%	+$7.19K	0.43%	55
2025 Q4	$962K	Buy	9,916 +2,728	+38%	+$241K	0.47%	53
2025 Q3	$628K	Sell	7,188 -686	-9%	-$58.3K	0.34%	58
2025 Q2	$656K	Buy	7,874 +1,708	+28%	+$136K	0.38%	51
2025 Q1	$493K	Sell	6,166 -180	-3%	-$13.5K	0.33%	56
2024 Q4	$446K	Buy	6,346 +207	+3%	+$15.3K	0.26%	85
2024 Q3	$445K	Sell	6,139 -1,742	-22%	-$130K	0.27%	85
2024 Q2	$565K	Buy	7,881 +4,681	+146%	+$344K	0.37%	66
2024 Q1	$238K	Sell	3,200 -619	-16%	-$44.1K	0.17%	131
2023 Q4	$266K	Buy	3,819 +395	+12%	+$26K	0.2%	109
2023 Q3	$213K	Buy	+3,424	New	+$229K	0.19%	118
2023 Q2	–	Sell	-3,140	Closed	-$213K	–	131
2023 Q1	$213K	Sell	3,140 -2,846	-48%	-$187K	0.22%	103
2022 Q4	$385K	Buy	+5,986	New	+$352K	0.44%	65
2022 Q3	–	Sell	-4,622	Closed	-$274K	–	111
2022 Q2	$274K	Buy	+4,622	New	+$297K	0.34%	85
2022 Q1	–	Sell	-7,282	Closed	-$544K	–	113
2021 Q4	$544K	Buy	+7,282	New	+$547K	0.62%	47

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

BlackDiamond Wealth Management's IEFA Position: Q2 2026 in Review

BlackDiamond Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, selling an estimated $17.4K and leaving 9,812 shares worth $986K. The position accounts for 0.4% of the portfolio, ranked #56.

BlackDiamond Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 16 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

BlackDiamond Wealth Management held 9,812 shares of iShares Core MSCI EAFE ETF worth $986K as of Q2 2026.
BlackDiamond Wealth Management sold 181 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $17.4K.
iShares Core MSCI EAFE ETF made up 0.4% of BlackDiamond Wealth Management's portfolio in Q2 2026, its #56 holding.
BlackDiamond Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 16 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.