EWM
IEFA icon

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

Empirical 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 		$3.22M Sell
33,340
-4,956
-13% -$476K 0.05% 213
2026
Q1 		$3.47M Sell
38,296
-906
-2% -$84.6K 0.06% 185
2025
Q4 		$3.51M Sell
39,202
-190
-0.5% -$16.8K 0.06% 179
2025
Q3 		$3.44M Sell
39,392
-1,670
-4% -$142K 0.07% 174
2025
Q2 		$3.43M Buy
41,062
+14,783
+56% +$1.17M 0.08% 162
2025
Q1 		$1.99M Buy
26,279
+6,949
+36% +$520K 0.05% 211
2024
Q4 		$1.36M Buy
19,330
+940
+5% +$69.3K 0.04% 244
2024
Q3 		$1.44M Sell
18,390
-9,492
-34% -$711K 0.04% 225
2024
Q2 		$2.03M Buy
27,882
+6,999
+34% +$515K 0.06% 179
2024
Q1 		$1.55M Buy
20,883
+9,656
+86% +$687K 0.05% 207
2023
Q4 		$790K Buy
11,227
+2,391
+27% +$158K 0.03% 261
2023
Q3 		$569K Buy
8,836
+1,249
+16% +$83.6K 0.02% 289
2023
Q2 		$512K Sell
7,587
-213
-3% -$14.4K 0.02% 302
2023
Q1 		$521K Sell
7,800
-35
-0.4% -$2.29K 0.02% 317
2022
Q4 		$483K Sell
7,835
-4,982
-39% -$293K 0.02% 313
2022
Q3 		$675K Sell
12,817
-6,639
-34% -$390K 0.04% 252
2022
Q2 		$1.15M Sell
19,456
-850
-4% -$54.5K 0.06% 183
2022
Q1 		$1.41M Buy
20,306
+6,580
+48% +$465K 0.07% 174
2021
Q4 		$1.02M Buy
13,726
+1,500
+12% +$113K 0.05% 213
2021
Q3 		$908K Sell
12,226
-1,705
-12% -$130K 0.05% 210
2021
Q2 		$1.04M Buy
13,931
+1,154
+9% +$87.1K 0.06% 182
2021
Q1 		$921K Buy
12,777
+3,582
+39% +$256K 0.07% 166
2020
Q4 		$635K Buy
9,195
+3,030
+49% +$196K 0.05% 214
2020
Q3 		$372K Buy
6,165
+13
+0.2% +$784 0.03% 252
2020
Q2 		$352K Sell
6,152
-2,225
-27% -$121K 0.03% 259
2020
Q1 		$418K Sell
8,377
-2,265
-21% -$135K 0.05% 210
2019
Q4 		$694K Buy
10,642
+2,397
+29% +$152K 0.08% 151
2019
Q3 		$504K Sell
8,245
-1,301
-14% -$78.5K 0.06% 174
2019
Q2 		$586K Sell
9,546
-606
-6% -$37.1K 0.08% 141
2019
Q1 		$617K Hold
10,152
– – 0.09% 123
2018
Q4 		$558K Sell
10,152
-215
-2% -$12.6K 0.09% 113
2018
Q3 		$664K Sell
10,367
-190
-2% -$12.1K 0.12% 101
2018
Q2 		$669K Sell
10,557
-2,934
-22% -$194K 0.13% 89
2018
Q1 		$889K Buy
13,491
+2,707
+25% +$182K 0.18% 68
2017
Q4 		$713K Buy
10,784
+282
+3% +$18.4K 0.15% 69
2017
Q3 		$674K Sell
10,502
-100
-0.9% -$6.26K 0.16% 72
2017
Q2 		$646K Sell
10,602
-1,926
-15% -$116K 0.16% 72
2017
Q1 		$726K Sell
12,528
-350
-3% -$19.7K 0.18% 61
2016
Q4 		$691K Buy
12,878
+6
+0% +$322 0.17% 61
2016
Q3 		$710K Sell
12,872
-658
-5% -$35.5K 0.19% 56
2016
Q2 		$702K Sell
13,530
-24,421
-64% -$1.31M 0.18% 60
2016
Q1 		$2.02M Buy
37,951
+6,261
+20% +$319K 0.49% 24
2015
Q4 		$1.72M Sell
31,690
-1,357
-4% -$75.3K 0.42% 27
2015
Q3 		$1.75M Buy
33,047
+6,849
+26% +$388K 0.41% 34
2015
Q2 		$1.53M Hold
26,198
– – 0.35% 36
2015
Q1 		$1.53M Sell
26,198
-432
-2% -$24.8K 0.37% 36
2014
Q4 		$1.47M Buy
+26,630
New +$1.51M 0.36% 38

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Empirical Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $476K and leaving 33,340 shares worth $3.22M. The position accounts for 0.05% of the portfolio, ranked #213.

Empirical Wealth Management first reported a position in IEFA in Q4 2014 and has held it in 47 quarters since. The position peaked at $3.51M in Q4 2025. 1,140 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Empirical Wealth Management held 33,340 shares of iShares Core MSCI EAFE ETF worth $3.22M as of Q2 2026.
  • Empirical Wealth Management sold 4,956 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $476K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Empirical Wealth Management's portfolio in Q2 2026, its #213 holding.
  • Empirical Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2014 and has held it in 47 quarters since.
  • Empirical Wealth Management's iShares Core MSCI EAFE ETF position peaked at $3.51M in Q4 2025.
  • 1,140 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.