EW
IEFA icon

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

Enzi Wealth’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 		$503K Sell
5,194
-52
-1% -$5K 0.16% 45
2026
Q1 		$475K Sell
5,246
-667
-11% -$62.3K 0.16% 42
2025
Q4 		$547K Sell
5,913
-260
-4% -$23K 0.19% 41
2025
Q3 		$543K Hold
6,173
– – 0.19% 38
2025
Q2 		$513K Hold
6,173
– – 0.19% 40
2025
Q1 		$480K Hold
6,173
– – 0.19% 38
2024
Q4 		$448K Sell
6,173
-1,427
-19% -$105K 0.17% 41
2024
Q3 		$584K Hold
7,600
– – 0.23% 31
2024
Q2 		$564K Sell
7,600
-70
-0.9% -$5.15K 0.25% 31
2024
Q1 		$549K Hold
7,670
– – 0.26% 27
2023
Q4 		$530K Sell
7,670
-1,952
-20% -$129K 0.25% 30
2023
Q3 		$613K Sell
9,622
-3,942
-29% -$264K 0.33% 23
2023
Q2 		$941K Sell
13,564
-5,730
-30% -$389K 0.48% 21
2023
Q1 		$1.32M Sell
19,294
-9,840
-34% -$645K 0.68% 20
2022
Q4 		$1.95M Sell
29,134
-4,087
-12% -$241K 0.93% 19
2022
Q3 		$2.04M Buy
+33,221
New +$1.95M 1% 20

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
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
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
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Enzi Wealth's IEFA Position: Q2 2026 in Review

Enzi Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.99% in Q2 2026, selling an estimated $5K and leaving 5,194 shares worth $503K. The position accounts for 0.16% of the portfolio, ranked #45.

Enzi Wealth first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.04M in Q3 2022. 604 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Enzi Wealth held 5,194 shares of iShares Core MSCI EAFE ETF worth $503K as of Q2 2026.
  • Enzi Wealth sold 52 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5K.
  • iShares Core MSCI EAFE ETF made up 0.16% of Enzi Wealth's portfolio in Q2 2026, its #45 holding.
  • Enzi Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • Enzi Wealth's iShares Core MSCI EAFE ETF position peaked at $2.04M in Q3 2022.
  • 604 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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