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

Curio Wealth’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 Buy
3,178
+1,266
+66% +$122K 0.1% 68
2026
Q1 		$173K Sell
1,912
-327
-15% -$30.5K 0.06% 78
2025
Q4 		$201K Buy
2,239
+737
+49% +$65.2K 0.07% 77
2025
Q3 		$131K Sell
1,502
-156
-9% -$13.3K 0.05% 86
2025
Q2 		$138K Buy
1,658
+1,657
+165,700% +$132K 0.06% 83
2025
Q1 		$11K Sell
1
-155
-99% -$11.6K 0.01% 222
2024
Q4 		$11K Buy
+156
New +$11.5K 0.01% 210

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

Curio Wealth's IEFA Position: Q2 2026 in Review

Curio Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 66% in Q2 2026, buying an estimated $122K and bringing the position to 3,178 shares worth $307K. The position accounts for 0.1% of the portfolio, ranked #68.

Curio Wealth first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Curio Wealth held 3,178 shares of iShares Core MSCI EAFE ETF worth $307K as of Q2 2026.
  • Curio Wealth bought 1,266 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $122K.
  • iShares Core MSCI EAFE ETF made up 0.1% of Curio Wealth's portfolio in Q2 2026, its #68 holding.
  • Curio Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.