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

Elmwood 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	$7.43M	Buy	76,954 +3,224	+4%	+$310K	1.86%	13
2026 Q1	$6.67M	Buy	73,730 +3,262	+5%	+$304K	1.85%	14
2025 Q4	$6.3M	Buy	70,468 +2,322	+3%	+$205K	1.99%	12
2025 Q3	$5.95M	Buy	68,146 +4,271	+7%	+$363K	2.11%	12
2025 Q2	$5.33M	Buy	63,875 +1,468	+2%	+$117K	2.11%	10
2025 Q1	$4.72M	Buy	62,407 +99	+0.2%	+$7.4K	1.94%	13
2024 Q4	$4.38M	Sell	62,308 -2,841	-4%	-$210K	1.77%	13
2024 Q3	$5.08M	Buy	65,149 +13,268	+26%	+$993K	2.1%	9
2024 Q2	$3.77M	Buy	51,881 +48,507	+1,438%	+$3.57M	1.68%	12
2024 Q1	$250K	Buy	+3,374	New	+$240K	0.11%	115

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

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

Elmwood Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 4.4% in Q2 2026, buying an estimated $310K and bringing the position to 76,954 shares worth $7.43M. The position accounts for 1.86% of the portfolio, ranked #13.

Elmwood Wealth Management first reported a position in IEFA in Q1 2024 and has held it in 10 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Elmwood Wealth Management held 76,954 shares of iShares Core MSCI EAFE ETF worth $7.43M as of Q2 2026.
Elmwood Wealth Management bought 3,224 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $310K.
iShares Core MSCI EAFE ETF made up 1.86% of Elmwood Wealth Management's portfolio in Q2 2026, its #13 holding.
Elmwood Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2024 and has held it in 10 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.