Blue Zone Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Blue Zone Wealth 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	$961K	Hold	9,955	–	–	0.17%	63
2026 Q1	$901K	Hold	9,955	–	–	0.18%	64
2025 Q4	$891K	Buy	+9,955	New	+$880K	0.17%	71
2020 Q4	–	Sell	-16,141	Closed	-$973K	–	77
2020 Q3	$973K	Hold	16,141	–	–	0.55%	42
2020 Q2	$923K	Hold	16,141	–	–	0.52%	37
2020 Q1	$805K	Buy	+16,141	New	+$961K	0.75%	20

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Blue Zone Wealth Advisors's IEFA Position: Q2 2026 in Review

Blue Zone Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 9,955 shares worth $961K. The position accounts for 0.17% of the portfolio, ranked #63.

Blue Zone Wealth Advisors first reported a position in IEFA in Q1 2020 and has held it in 6 quarters since. The position peaked at $973K in Q3 2020. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Blue Zone Wealth Advisors held 9,955 shares of iShares Core MSCI EAFE ETF worth $961K as of Q2 2026.
Blue Zone Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.17% of Blue Zone Wealth Advisors's portfolio in Q2 2026, its #63 holding.
Blue Zone Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 6 quarters since.
Blue Zone Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $973K in Q3 2020.
888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Blue Zone Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.