EWM
IEFA icon

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

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
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

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. 494 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.
  • 494 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.