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

Delta Wealth Advisors’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	$350K	Sell	3,628 -1,268	-26%	-$122K	0.25%	37
2026 Q1	$443K	Buy	4,896 +295	+6%	+$27.5K	0.34%	36
2025 Q4	$412K	Hold	4,601	–	–	0.34%	37
2025 Q3	$402K	Sell	4,601 -185	-4%	-$15.7K	0.31%	33
2025 Q2	$400K	Buy	+4,786	New	+$380K	0.33%	31

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Delta Wealth Advisors's IEFA Position: Q2 2026 in Review

Delta Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 26% in Q2 2026, selling an estimated $122K and leaving 3,628 shares worth $350K. The position accounts for 0.25% of the portfolio, ranked #37.

Delta Wealth Advisors first reported a position in IEFA in Q2 2025 and has held it in 5 quarters since. The position peaked at $443K in Q1 2026. 966 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Delta Wealth Advisors held 3,628 shares of iShares Core MSCI EAFE ETF worth $350K as of Q2 2026.
Delta Wealth Advisors sold 1,268 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $122K.
iShares Core MSCI EAFE ETF made up 0.25% of Delta Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Delta Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2025 and has held it in 5 quarters since.
Delta Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $443K in Q1 2026.
966 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Delta Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.