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

Dogwood 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 		$3.09K Buy
+32
New +$3.07K ﹤0.01% 594
2024
Q2 		– Sell
-14
Closed -$1.05K – 632
2024
Q1 		$1.05K Hold
14
– – ﹤0.01% 222
2023
Q4 		$998 Buy
+14
New +$923 ﹤0.01% 200

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 22.9% 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

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

Dogwood Wealth Management opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 32 shares worth $3.09K. The stake represents ﹤0.01% of the portfolio and ranks #594 among its holdings. This is a return to the name: Dogwood Wealth Management previously reported a position in IEFA as recently as Q1 2024.

Dogwood Wealth Management first reported a position in IEFA in Q4 2023 and has held it in 3 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Dogwood Wealth Management held 32 shares of iShares Core MSCI EAFE ETF worth $3.09K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Dogwood Wealth Management position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Dogwood Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 3 quarters since.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.