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

Diversify 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	$13.9M	Buy	143,108 +556	+0.4%	+$53.4K	0.23%	89
2026 Q1	$13.3M	Buy	142,552 +121,659	+582%	+$11.4M	0.24%	83
2025 Q4	$1.92M	Buy	20,893 +17,282	+479%	+$1.53M	0.09%	217
2025 Q3	$318K	Buy	3,611 +332	+10%	+$28.2K	0.02%	448
2025 Q2	$279K	Buy	3,279 +91	+3%	+$7.22K	0.02%	466
2025 Q1	$251K	Buy	+3,188	New	+$238K	0.02%	461

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

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

Diversify Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.39% in Q2 2026, buying an estimated $53.4K and bringing the position to 143,108 shares worth $13.9M. The position accounts for 0.23% of the portfolio, ranked #89.

Diversify Wealth Management first reported a position in IEFA in Q1 2025 and has held it in 6 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Diversify Wealth Management held 143,108 shares of iShares Core MSCI EAFE ETF worth $13.9M as of Q2 2026.
Diversify Wealth Management bought 556 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $53.4K.
iShares Core MSCI EAFE ETF made up 0.23% of Diversify Wealth Management's portfolio in Q2 2026, its #89 holding.
Diversify Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2025 and has held it in 6 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.