Emergent Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Emergent Wealth Advisors’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	$11.8M	Buy	122,017 +9,859	+9%	+$947K	6.12%	2
2026 Q1	$10.2M	Buy	112,158 +26,525	+31%	+$2.48M	6%	2
2025 Q4	$7.66M	Buy	85,633 +13,255	+18%	+$1.17M	4.31%	3
2025 Q3	$6.39M	Buy	72,378 +8,533	+13%	+$725K	3.71%	4
2025 Q2	$5.51M	Buy	63,845 +8,132	+15%	+$645K	3.52%	6
2025 Q1	$4.21M	Sell	55,713 -6,179	-10%	-$462K	3.05%	8
2024 Q4	$4.35M	Buy	61,892 +776	+1%	+$57.2K	3.15%	8
2024 Q3	$4.77M	Sell	61,116 -5,395	-8%	-$404K	3.53%	7
2024 Q2	$4.9M	Sell	66,511 -8,602	-11%	-$633K	3.94%	7
2024 Q1	$5.57M	Buy	75,113 +12,485	+20%	+$889K	4.81%	5
2023 Q4	$4.41M	Buy	+62,628	New	+$4.13M	4.11%	5

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

Emergent Wealth Advisors's IEFA Position: Q2 2026 in Review

Emergent Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 8.8% in Q2 2026, buying an estimated $947K and bringing the position to 122,017 shares worth $11.8M. The position accounts for 6.12% of the portfolio, ranked #2.

Emergent Wealth Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Emergent Wealth Advisors held 122,017 shares of iShares Core MSCI EAFE ETF worth $11.8M as of Q2 2026.
Emergent Wealth Advisors bought 9,859 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $947K.
iShares Core MSCI EAFE ETF made up 6.12% of Emergent Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Emergent Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.