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

Consilio 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	$8.46M	Sell	87,549 -2,195	-2%	-$211K	2.03%	12
2026 Q1	$8.12M	Sell	89,744 -774	-0.9%	-$72.2K	2.37%	12
2025 Q4	$8.1M	Buy	90,518 +92	+0.1%	+$8.13K	2.37%	11
2025 Q3	$7.9M	Sell	90,426 -800	-0.9%	-$68K	2.59%	9
2025 Q2	$7.6M	Buy	+91,226	New	+$7.24M	2.71%	9
2022 Q1	–	Sell	-38,600	Closed	-$2.87M	–	43
2021 Q4	$2.87M	Buy	+38,600	New	+$2.9M	2.22%	12

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

Consilio Wealth Advisors's IEFA Position: Q2 2026 in Review

Consilio Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.4% in Q2 2026, selling an estimated $211K and leaving 87,549 shares worth $8.46M. The position accounts for 2.03% of the portfolio, ranked #12.

Consilio Wealth Advisors first reported a position in IEFA in Q4 2021 and has held it in 6 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Consilio Wealth Advisors held 87,549 shares of iShares Core MSCI EAFE ETF worth $8.46M as of Q2 2026.
Consilio Wealth Advisors sold 2,195 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $211K.
iShares Core MSCI EAFE ETF made up 2.03% of Consilio Wealth Advisors's portfolio in Q2 2026, its #12 holding.
Consilio Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 6 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Consilio Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.