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

Dakota 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	$345K	Sell	3,568 -163	-4%	-$15.7K	0.01%	638
2026 Q1	$338K	Sell	3,731 -2,105	-36%	-$196K	0.01%	627
2025 Q4	$522K	Buy	5,836 +589	+11%	+$52.1K	0.01%	548
2025 Q3	$458K	Sell	5,247 -717	-12%	-$60.9K	0.01%	495
2025 Q2	$498K	Buy	5,964 +294	+5%	+$23.3K	0.01%	514
2025 Q1	$429K	Buy	5,670 +952	+20%	+$71.2K	0.01%	544
2024 Q4	$332K	Sell	4,718 -303	-6%	-$22.4K	0.01%	582
2024 Q3	$392K	Sell	5,021 -46	-0.9%	-$3.44K	0.01%	541
2024 Q2	$368K	Buy	5,067 +206	+4%	+$15.2K	0.01%	549
2024 Q1	$361K	Sell	4,861 -1,297	-21%	-$92.3K	0.01%	547
2023 Q4	$433K	Buy	6,158 +2,880	+88%	+$190K	0.02%	441
2023 Q3	$211K	Buy	+3,278	New	+$219K	0.01%	586
2022 Q4	–	Sell	-4,061	Closed	-$214K	–	614
2022 Q3	$214K	Sell	4,061 -2,151	-35%	-$126K	0.02%	488
2022 Q2	$366K	Buy	6,212 +178	+3%	+$11.4K	0.03%	336
2022 Q1	$419K	Buy	6,034 +2,297	+61%	+$162K	0.03%	314
2021 Q4	$279K	Sell	3,737 -48	-1%	-$3.61K	0.03%	312
2021 Q3	$281K	Hold	3,785	–	–	0.03%	283
2021 Q2	$283K	Hold	3,785	–	–	0.03%	289
2021 Q1	$273K	Sell	3,785 -1,677	-31%	-$120K	0.04%	269
2020 Q4	$377K	Hold	5,462	–	–	0.05%	230
2020 Q3	$329K	Sell	5,462 -1,201	-18%	-$72.4K	0.05%	218
2020 Q2	$381K	Buy	6,663 +55	+0.8%	+$2.98K	0.07%	193
2020 Q1	$330K	Buy	6,608 +976	+17%	+$58.1K	0.07%	188
2019 Q4	$367K	Sell	5,632 -639	-10%	-$40.5K	0.06%	224
2019 Q3	$383K	Buy	6,271 +2,331	+59%	+$141K	0.07%	209
2019 Q2	$242K	Buy	3,940 +4	+0.1%	+$245	0.05%	247
2019 Q1	$239K	Buy	3,936 +168	+4%	+$9.92K	0.05%	263
2018 Q4	$239K	Sell	3,768 -703	-16%	-$41.2K	0.05%	243
2018 Q3	$286K	Buy	4,471 +274	+7%	+$17.5K	0.06%	218
2018 Q2	$266K	Buy	+4,197	New	+$278K	0.07%	177

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

Dakota Wealth Management's IEFA Position: Q2 2026 in Review

Dakota Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q2 2026, selling an estimated $15.7K and leaving 3,568 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #638.

Dakota Wealth Management first reported a position in IEFA in Q2 2018 and has held it in 30 quarters since. The position peaked at $522K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Dakota Wealth Management held 3,568 shares of iShares Core MSCI EAFE ETF worth $345K as of Q2 2026.
Dakota Wealth Management sold 163 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $15.7K.
iShares Core MSCI EAFE ETF made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #638 holding.
Dakota Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2018 and has held it in 30 quarters since.
Dakota Wealth Management's iShares Core MSCI EAFE ETF position peaked at $522K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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