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

Correct Capital 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	$307K	Hold	3,180	–	–	0.05%	91
2026 Q1	$288K	Sell	3,180 -173	-5%	-$16.1K	0.05%	94
2025 Q4	$300K	Buy	3,353 +173	+5%	+$15.3K	0.06%	95
2025 Q3	$278K	Hold	3,180	–	–	0.05%	102
2025 Q2	$265K	Hold	3,180	–	–	0.04%	102
2025 Q1	$241K	Hold	3,180	–	–	0.04%	105
2024 Q4	$223K	Hold	3,180	–	–	0.04%	108
2024 Q3	$248K	Hold	3,180	–	–	0.05%	106
2024 Q2	$231K	Hold	3,180	–	–	0.05%	110
2024 Q1	$236K	Hold	3,180	–	–	0.05%	125
2023 Q4	$224K	Buy	+3,180	New	+$210K	0.06%	115

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 22.9% 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

Correct Capital Wealth Management's IEFA Position: Q2 2026 in Review

Correct Capital Wealth Management held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 3,180 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #91.

Correct Capital Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Correct Capital Wealth Management held 3,180 shares of iShares Core MSCI EAFE ETF worth $307K as of Q2 2026.
Correct Capital Wealth Management left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.05% of Correct Capital Wealth Management's portfolio in Q2 2026, its #91 holding.
Correct Capital Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Correct Capital Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.