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

Destiny 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 		– Sell
-4,784
Closed -$433K – 580
2026
Q1 		$433K Hold
4,784
– – 0.05% 154
2025
Q4 		$449K Sell
4,784
-8
-0.2% -$707 0.05% 134
2025
Q3 		$418K Sell
4,792
-65
-1% -$5.52K 0.05% 138
2025
Q2 		$405K Sell
4,857
-56
-1% -$4.44K 0.05% 132
2025
Q1 		$372K Buy
4,913
+1,359
+38% +$102K 0.06% 121
2024
Q4 		$250K Buy
3,554
+813
+30% +$60K 0.04% 145
2024
Q3 		$214K Buy
+2,741
New +$205K 0.04% 157
2024
Q2 		– Sell
-2,759
Closed -$205K – 164
2024
Q1 		$205K Sell
2,759
-596
-18% -$42.4K 0.04% 154
2023
Q4 		$232K Sell
3,355
-300
-8% -$19.8K 0.04% 144
2023
Q3 		$235K Hold
3,655
– – 0.05% 149
2023
Q2 		$253K Buy
+3,655
New +$248K 0.05% 145
2023
Q1 		– Sell
-1,715
Closed -$106K – 382
2022
Q4 		$106K Sell
1,715
-35
-2% -$2.06K 0.02% 226
2022
Q3 		$92K Sell
1,750
-1,572
-47% -$92.4K 0.02% 230
2022
Q2 		$195K Sell
3,322
-636
-16% -$40.8K 0.04% 190
2022
Q1 		$275K Sell
3,958
-416
-10% -$29.4K 0.05% 139
2021
Q4 		$326K Sell
4,374
-146
-3% -$11K 0.06% 135
2021
Q3 		$336K Sell
4,520
-355
-7% -$27K 0.07% 131
2021
Q2 		$365K Sell
4,875
-143
-3% -$10.8K 0.07% 142
2021
Q1 		$362K Sell
5,018
-304
-6% -$21.7K 0.08% 119
2020
Q4 		$368K Buy
+5,322
New +$344K 0.08% 124

Other funds holding IEFA

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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

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

Destiny Wealth Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 4,784 shares — an estimated $433K sold.

Destiny Wealth Partners first reported a position in IEFA in Q4 2020 and held it in 20 quarters. The position peaked at $449K in Q4 2025. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Destiny Wealth Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 4,784 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $433K.
  • Destiny Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and held it in 20 quarters.
  • Destiny Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $449K in Q4 2025.
  • 2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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