DWM
IEFA icon

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

BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SP
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 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. 458 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.
  • 458 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.