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

Darwin 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	$73.8K	Buy	763 +7	+0.9%	+$672	0.02%	204
2026 Q1	$68.4K	Buy	756 +247	+49%	+$23.1K	0.02%	200
2025 Q4	$45.6K	Sell	509 -1,207	-70%	-$107K	0.01%	223
2025 Q3	$150K	Buy	1,716 +1,325	+339%	+$113K	0.05%	145
2025 Q2	$32.7K	Buy	391 +7	+2%	+$556	0.01%	235
2025 Q1	$27K	Hold	384	–	–	0.01%	272
2024 Q4	$27K	Buy	384 +6	+2%	+$443	0.01%	272
2024 Q3	$29.5K	Buy	+378	New	+$28.3K	0.01%	274
2020 Q2	–	Sell	-619	Closed	-$30K	–	421
2020 Q1	$30K	Buy	+619	New	+$36.8K	0.01%	301

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

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

Darwin Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.93% in Q2 2026, buying an estimated $672 and bringing the position to 763 shares worth $73.8K. The position accounts for 0.02% of the portfolio, ranked #204.

Darwin Wealth Management first reported a position in IEFA in Q1 2020 and has held it in 9 quarters since. The position peaked at $150K in Q3 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Darwin Wealth Management held 763 shares of iShares Core MSCI EAFE ETF worth $73.8K as of Q2 2026.
Darwin Wealth Management bought 7 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $672.
iShares Core MSCI EAFE ETF made up 0.02% of Darwin Wealth Management's portfolio in Q2 2026, its #204 holding.
Darwin Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and has held it in 9 quarters since.
Darwin Wealth Management's iShares Core MSCI EAFE ETF position peaked at $150K in Q3 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.