Curry Webb Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Curry Webb 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	$7.33M	Buy	75,946 +4,994	+7%	+$480K	3.04%	10
2026 Q1	$6.42M	Buy	70,952 +17,622	+33%	+$1.64M	3.04%	8
2025 Q4	$4.77M	Buy	+53,330	New	+$4.72M	2.37%	14

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

Curry Webb Wealth Management's IEFA Position: Q2 2026 in Review

Curry Webb Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7% in Q2 2026, buying an estimated $480K and bringing the position to 75,946 shares worth $7.33M. The position accounts for 3.04% of the portfolio, ranked #10.

Curry Webb Wealth Management first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Curry Webb Wealth Management held 75,946 shares of iShares Core MSCI EAFE ETF worth $7.33M as of Q2 2026.
Curry Webb Wealth Management bought 4,994 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $480K.
iShares Core MSCI EAFE ETF made up 3.04% of Curry Webb Wealth Management's portfolio in Q2 2026, its #10 holding.
Curry Webb Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.