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

Daymark Wealth Partners’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 		$1.67M Buy
17,333
+1,742
+11% +$167K 0.04% 271
2026
Q1 		$1.41M Sell
15,591
-689
-4% -$64.3K 0.04% 252
2025
Q4 		$1.46M Buy
16,280
+597
+4% +$52.8K 0.05% 232
2025
Q3 		$1.37M Buy
15,683
+622
+4% +$52.9K 0.05% 240
2025
Q2 		$1.26M Buy
15,061
+1,709
+13% +$136K 0.05% 233
2025
Q1 		$1.01M Sell
13,352
-801
-6% -$59.9K 0.04% 240
2024
Q4 		$995K Sell
14,153
-601
-4% -$44.3K 0.04% 242
2024
Q3 		$1.15M Sell
14,754
-925
-6% -$69.2K 0.05% 230
2024
Q2 		$1.14M Buy
15,679
+4,640
+42% +$341K 0.05% 220
2024
Q1 		$819K Sell
11,039
-202
-2% -$14.4K 0.04% 216
2023
Q4 		$791K Buy
11,241
+1,047
+10% +$69K 0.05% 209
2023
Q3 		$656K Buy
10,194
+1,981
+24% +$133K 0.05% 212
2023
Q2 		$554K Sell
8,213
-5
-0.1% -$339 0.04% 222
2023
Q1 		$549K Buy
8,218
+4,049
+97% +$265K 0.07% 177
2022
Q4 		$257K Buy
+4,169
New +$245K 0.05% 197

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

Daymark Wealth Partners's IEFA Position: Q2 2026 in Review

Daymark Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 11% in Q2 2026, buying an estimated $167K and bringing the position to 17,333 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #271.

Daymark Wealth Partners first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Daymark Wealth Partners held 17,333 shares of iShares Core MSCI EAFE ETF worth $1.67M as of Q2 2026.
  • Daymark Wealth Partners bought 1,742 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $167K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Daymark Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.