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Concord Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Concord Wealth Partners’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 		$145K Buy
+1,505
New +$145K 0.02% 253
2026
Q1 		– Sell
-1,802
Closed -$161K – 470
2025
Q4 		$161K Sell
1,802
-1,159
-39% -$102K 0.02% 212
2025
Q3 		$258K Sell
2,961
-328
-10% -$27.9K 0.04% 175
2025
Q2 		$275K Buy
3,289
+221
+7% +$17.5K 0.04% 176
2025
Q1 		$232K Hold
3,068
– – 0.04% 183
2024
Q4 		$216K Buy
3,068
+32
+1% +$2.36K 0.04% 195
2024
Q3 		$237K Sell
3,036
-65
-2% -$4.87K 0.04% 193
2024
Q2 		$225K Sell
3,101
-445
-13% -$32.7K 0.04% 189
2024
Q1 		$263K Buy
3,546
+836
+31% +$59.5K 0.05% 183
2023
Q4 		$191K Sell
2,710
-961
-26% -$63.3K 0.04% 201
2023
Q3 		$236K Sell
3,671
-386
-10% -$25.8K 0.05% 180
2023
Q2 		$274K Buy
4,057
+514
+15% +$34.9K 0.06% 162
2023
Q1 		$237K Sell
3,543
-2,811
-44% -$184K 0.07% 143
2022
Q4 		$392K Sell
6,354
-810
-11% -$47.7K 0.12% 107
2022
Q3 		$377K Sell
7,164
-1,127
-14% -$66.3K 0.12% 112
2022
Q2 		$488K Buy
8,291
+21
+0.3% +$1.35K 0.13% 101
2022
Q1 		$575K Sell
8,270
-1,676
-17% -$119K 0.15% 91
2021
Q4 		$742K Buy
9,946
+8,677
+684% +$652K 0.18% 68
2021
Q3 		$94K Sell
1,269
-2,388
-65% -$182K 0.04% 144
2021
Q2 		$274K Sell
3,657
-2,233
-38% -$169K 0.08% 107
2021
Q1 		$424K Buy
5,890
+3,411
+138% +$244K 0.14% 73
2020
Q4 		$171K Buy
+2,479
New +$160K 0.13% 82

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Concord Wealth Partners's IEFA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 1,505 shares worth $145K. The stake represents 0.02% of the portfolio and ranks #253 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in IEFA as recently as Q4 2025.

Concord Wealth Partners first reported a position in IEFA in Q4 2020 and has held it in 22 quarters since. The position peaked at $742K in Q4 2021. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Concord Wealth Partners held 1,505 shares of iShares Core MSCI EAFE ETF worth $145K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Concord Wealth Partners position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #253 holding.
  • Concord Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $742K in Q4 2021.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.