EnRich Financial Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EnRich Financial Partners’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	$346K	Sell	3,583 -835	-19%	-$80.2K	0.08%	51
2026 Q1	$400K	Sell	4,418 -675	-13%	-$63K	0.11%	43
2025 Q4	$456K	Sell	5,093 -513	-9%	-$45.4K	0.12%	40
2025 Q3	$489K	Sell	5,606 -8	-0.1%	-$680	0.14%	38
2025 Q2	$469K	Buy	5,614 +29	+0.5%	+$2.3K	0.14%	35
2025 Q1	$423K	Buy	5,585 +151	+3%	+$11.3K	0.14%	36
2024 Q4	$382K	Hold	5,434	–	–	0.13%	37
2024 Q3	$424K	Hold	5,434	–	–	0.14%	35
2024 Q2	$395K	Buy	+5,434	New	+$400K	0.14%	35

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

EnRich Financial Partners's IEFA Position: Q2 2026 in Review

EnRich Financial Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 19% in Q2 2026, selling an estimated $80.2K and leaving 3,583 shares worth $346K. The position accounts for 0.08% of the portfolio, ranked #51.

EnRich Financial Partners first reported a position in IEFA in Q2 2024 and has held it in 9 quarters since. The position peaked at $489K in Q3 2025. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

EnRich Financial Partners held 3,583 shares of iShares Core MSCI EAFE ETF worth $346K as of Q2 2026.
EnRich Financial Partners sold 835 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $80.2K.
iShares Core MSCI EAFE ETF made up 0.08% of EnRich Financial Partners's portfolio in Q2 2026, its #51 holding.
EnRich Financial Partners first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 9 quarters since.
EnRich Financial Partners's iShares Core MSCI EAFE ETF position peaked at $489K in Q3 2025.
2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on EnRich Financial Partners's 13F filing for Q2 2026, filed 27 Jul 2026.