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Core Wealth Advisors (Florida)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Core Wealth Advisors (Florida)’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 		$20.7M Buy
214,314
+3,794
+2% +$364K 4.16% 8
2026
Q1 		$19.1M Buy
210,520
+3,754
+2% +$350K 4.55% 7
2025
Q4 		$18.5M Buy
206,766
+1,287
+0.6% +$114K 4.8% 7
2025
Q3 		$17.9M Sell
205,479
-897
-0.4% -$76.2K 4.68% 7
2025
Q2 		$17.2M Buy
206,376
+497
+0.2% +$39.4K 4.95% 5
2025
Q1 		$15.6M Buy
205,879
+784
+0.4% +$58.6K 4.95% 5
2024
Q4 		$14.4M Sell
205,095
-6,629
-3% -$489K 4.75% 7
2024
Q3 		$16.5M Buy
211,724
+1,611
+0.8% +$121K 5.3% 6
2024
Q2 		$15.3M Sell
210,113
-16,151
-7% -$1.19M 5.23% 5
2024
Q1 		$16.8M Buy
226,264
+4,748
+2% +$338K 5.71% 5
2023
Q4 		$15.6M Buy
221,516
+2,696
+1% +$178K 5.73% 5
2023
Q3 		$14.1M Buy
218,820
+13,578
+7% +$909K 5.76% 5
2023
Q2 		$13.9M Buy
205,242
+3,811
+2% +$258K 5.56% 8
2023
Q1 		$13.5M Sell
201,431
-33,586
-14% -$2.2M 5.37% 6
2022
Q4 		$14.5M Sell
235,017
-10,904
-4% -$642K 6.34% 3
2022
Q3 		$13M Buy
245,921
+18,577
+8% +$1.09M 7.55% 2
2022
Q2 		$13.4M Sell
227,344
-34,153
-13% -$2.19M 8.23% 2
2022
Q1 		$18.2M Buy
261,497
+99,203
+61% +$7.02M 10.2% 2
2021
Q4 		$12.1M Buy
162,294
+91,994
+131% +$6.91M 7.23% 6
2021
Q3 		$5.22M Buy
+70,300
New +$5.35M 3.46% 8

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

Core Wealth Advisors (Florida)'s IEFA Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, buying an estimated $364K and bringing the position to 214,314 shares worth $20.7M. The position accounts for 4.16% of the portfolio, ranked #8.

Core Wealth Advisors (Florida) first reported a position in IEFA in Q3 2021 and has held it in 20 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Core Wealth Advisors (Florida) held 214,314 shares of iShares Core MSCI EAFE ETF worth $20.7M as of Q2 2026.
  • Core Wealth Advisors (Florida) bought 3,794 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $364K.
  • iShares Core MSCI EAFE ETF made up 4.16% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #8 holding.
  • Core Wealth Advisors (Florida) first reported a position in iShares Core MSCI EAFE ETF in Q3 2021 and has held it in 20 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.