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

Cherrydale 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	$262K	Sell	2,716 -67	-2%	-$6.44K	0.07%	72
2026 Q1	$252K	Buy	2,783 +110	+4%	+$10.3K	0.08%	61
2025 Q4	$239K	Buy	2,673 +51	+2%	+$4.51K	0.07%	65
2025 Q3	$229K	Hold	2,622	–	–	0.07%	68
2025 Q2	$219K	Buy	+2,622	New	+$208K	0.08%	66

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

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

Cherrydale Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, selling an estimated $6.44K and leaving 2,716 shares worth $262K. The position accounts for 0.07% of the portfolio, ranked #72.

Cherrydale Wealth Management first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Cherrydale Wealth Management held 2,716 shares of iShares Core MSCI EAFE ETF worth $262K as of Q2 2026.
Cherrydale Wealth Management sold 67 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.44K.
iShares Core MSCI EAFE ETF made up 0.07% of Cherrydale Wealth Management's portfolio in Q2 2026, its #72 holding.
Cherrydale Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.