EIG
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Ellenbecker Investment Group’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ellenbecker Investment Group’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 		$1.25M Buy
12,960
+672
+5% +$64.5K 0.15% 43
2026
Q1 		$1.11M Hold
12,288
– – 0.15% 40
2025
Q4 		$1.1M Buy
12,288
+1,029
+9% +$91K 0.15% 41
2025
Q3 		$983K Sell
11,259
-16
-0.1% -$1.36K 0.15% 43
2025
Q2 		$941K Buy
11,275
+7
+0.1% +$556 0.15% 42
2025
Q1 		$852K Sell
11,268
-570
-5% -$42.6K 0.15% 45
2024
Q4 		$832K Buy
11,838
+76
+0.6% +$5.61K 0.15% 48
2024
Q3 		$918K Hold
11,762
– – 0.17% 46
2024
Q2 		$854K Buy
11,762
+7
+0.1% +$515 0.17% 46
2024
Q1 		$873K Hold
11,755
– – 0.18% 45
2023
Q4 		$827K Sell
11,755
-89
-0.8% -$5.87K 0.19% 45
2023
Q3 		$762K Hold
11,844
– – 0.2% 45
2023
Q2 		$799K Buy
11,844
+394
+3% +$26.7K 0.2% 40
2023
Q1 		$765K Buy
11,450
+29
+0.3% +$1.9K 0.21% 40
2022
Q4 		$704K Hold
11,421
– – 0.21% 39
2022
Q3 		$601K Hold
11,421
– – 0.19% 38
2022
Q2 		$672K Sell
11,421
-49
-0.4% -$3.14K 0.21% 36
2022
Q1 		$797K Buy
11,470
+374
+3% +$26.5K 0.23% 33
2021
Q4 		$828K Buy
+11,096
New +$834K 0.23% 33

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 22.96% 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

Ellenbecker Investment Group's IEFA Position: Q2 2026 in Review

Ellenbecker Investment Group increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.5% in Q2 2026, buying an estimated $64.5K and bringing the position to 12,960 shares worth $1.25M. The position accounts for 0.15% of the portfolio, ranked #43.

Ellenbecker Investment Group first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Ellenbecker Investment Group held 12,960 shares of iShares Core MSCI EAFE ETF worth $1.25M as of Q2 2026.
  • Ellenbecker Investment Group bought 672 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $64.5K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Ellenbecker Investment Group's portfolio in Q2 2026, its #43 holding.
  • Ellenbecker Investment Group first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • 2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Ellenbecker Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.