Buck Wealth Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Buck Wealth Strategies’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	$1.48M	Buy	+15,353	New	+$1.47M	0.16%	77
2026 Q1	–	Sell	-2,438	Closed	-$218K	–	177
2025 Q4	$218K	Buy	+2,438	New	+$216K	0.03%	161
2023 Q4	–	Sell	-110	Closed	-$7.08K	–	184
2023 Q3	$7.08K	Buy	+110	New	+$7.37K	﹤0.01%	219

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

Buck Wealth Strategies's IEFA Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 15,353 shares worth $1.48M. The stake represents 0.16% of the portfolio and ranks #77 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in IEFA as recently as Q4 2025.

Buck Wealth Strategies first reported a position in IEFA in Q3 2023 and has held it in 3 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Buck Wealth Strategies held 15,353 shares of iShares Core MSCI EAFE ETF worth $1.48M as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Buck Wealth Strategies position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.16% of Buck Wealth Strategies's portfolio in Q2 2026, its #77 holding.
Buck Wealth Strategies first reported a position in iShares Core MSCI EAFE ETF in Q3 2023 and has held it in 3 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.