BMWS
IEFA icon

Brady Martz Wealth Solutions’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brady Martz Wealth Solutions’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 		$286K Buy
+2,962
New +$285K 0.04% 176
2025
Q4 		– Sell
-2,456
Closed -$214K – 175
2025
Q3 		$214K Buy
+2,456
New +$209K 0.04% 148

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brady Martz Wealth Solutions's IEFA Position: Q2 2026 in Review

Brady Martz Wealth Solutions opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 2,962 shares worth $286K. The stake represents 0.04% of the portfolio and ranks #176 among its holdings. This is a return to the name: Brady Martz Wealth Solutions previously reported a position in IEFA as recently as Q3 2025.

Brady Martz Wealth Solutions first reported a position in IEFA in Q3 2025 and has held it in 2 quarters since. 1,141 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Brady Martz Wealth Solutions held 2,962 shares of iShares Core MSCI EAFE ETF worth $286K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Brady Martz Wealth Solutions position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.04% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #176 holding.
  • Brady Martz Wealth Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,141 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.