EPP
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ETF Portfolio Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

ETF Portfolio 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 		$1.76M Sell
18,261
-715
-4% -$68.7K 0.42% 29
2026
Q1 		$1.72M Sell
18,976
-3,407
-15% -$318K 0.45% 27
2025
Q4 		$2M Sell
22,383
-1,318
-6% -$117K 0.52% 26
2025
Q3 		$2.07M Sell
23,701
-279
-1% -$23.7K 0.55% 27
2025
Q2 		$2M Hold
23,980
– – 0.55% 26
2025
Q1 		$1.81M Hold
23,980
– – 0.55% 25
2024
Q4 		$1.69M Sell
23,980
-728
-3% -$53.7K 0.51% 23
2024
Q3 		$1.93M Hold
24,708
– – 0.57% 21
2024
Q2 		$1.79M Sell
24,708
-5,578
-18% -$410K 0.56% 22
2024
Q1 		$2.25M Buy
30,286
+118
+0.4% +$8.4K 0.71% 19
2023
Q4 		$2.12M Sell
30,168
-38
-0.1% -$2.5K 0.71% 17
2023
Q3 		$1.94M Buy
30,206
+1,279
+4% +$85.6K 0.72% 17
2023
Q2 		$1.95M Buy
28,927
+5,087
+21% +$345K 0.7% 18
2023
Q1 		$1.59M Buy
23,840
+311
+1% +$20.4K 0.6% 21
2022
Q4 		$1.45M Buy
23,529
+610
+3% +$35.9K 0.61% 22
2022
Q3 		$1.21M Buy
22,919
+1,636
+8% +$96.2K 0.53% 24
2022
Q2 		$1.25M Buy
21,283
+6,557
+45% +$421K 0.54% 24
2022
Q1 		$1.02M Buy
14,726
+591
+4% +$41.8K 0.39% 23
2021
Q4 		$1.05M Buy
14,135
+207
+1% +$15.6K 0.4% 22
2021
Q3 		$1.03M Buy
13,928
+13
+0.1% +$989 0.41% 22
2021
Q2 		$1.04M Sell
13,915
-6,922
-33% -$523K 0.42% 23
2021
Q1 		$1.5M Sell
20,837
-193
-0.9% -$13.8K 0.66% 19
2020
Q4 		$1.45M Buy
21,030
+294
+1% +$19K 0.67% 19
2020
Q3 		$1.25M Buy
20,736
+1,171
+6% +$70.6K 0.65% 19
2020
Q2 		$1.12M Sell
19,565
-466
-2% -$25.3K 0.61% 19
2020
Q1 		$999K Sell
20,031
-261
-1% -$15.5K 0.64% 19
2019
Q4 		$1.32M Sell
20,292
-163
-0.8% -$10.3K 0.7% 19
2019
Q3 		$1.25M Sell
20,455
-445
-2% -$26.9K 0.72% 19
2019
Q2 		$1.28M Sell
20,900
-116
-0.6% -$7.11K 0.68% 19
2019
Q1 		$1.28M Sell
21,016
-7,999
-28% -$472K 0.77% 19
2018
Q4 		$1.6M Buy
29,015
+6,367
+28% +$373K 1.07% 15
2018
Q3 		$1.45M Buy
22,648
+343
+2% +$21.9K 0.88% 15
2018
Q2 		$1.41M Sell
22,305
-90
-0.4% -$5.96K 0.91% 15
2018
Q1 		$1.48M Buy
22,395
+2
+0% +$134 0.98% 15
2017
Q4 		$1.48M Sell
22,393
-10
-0% -$652 0.99% 14
2017
Q3 		$1.44M Buy
22,403
+2,139
+11% +$134K 1.02% 14
2017
Q2 		$1.23M Buy
20,264
+632
+3% +$38.1K 0.89% 15
2017
Q1 		$1.14M Sell
19,632
-727
-4% -$40.9K 0.84% 16
2016
Q4 		$1.09M Sell
20,359
-14,520
-42% -$779K 0.86% 15
2016
Q3 		$1.92M Buy
34,879
+3,461
+11% +$187K 1.53% 15
2016
Q2 		$1.63M Sell
31,418
-18,014
-36% -$963K 1.43% 15
2016
Q1 		$2.63M Sell
49,432
-1,385
-3% -$70.6K 2.25% 14
2015
Q4 		$2.76M Buy
+50,817
New +$2.82M 2.44% 14

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

ETF Portfolio Partners's IEFA Position: Q2 2026 in Review

ETF Portfolio Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, selling an estimated $68.7K and leaving 18,261 shares worth $1.76M. The position accounts for 0.42% of the portfolio, ranked #29.

ETF Portfolio Partners first reported a position in IEFA in Q4 2015 and has held it in 43 quarters since. The position peaked at $2.76M in Q4 2015. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • ETF Portfolio Partners held 18,261 shares of iShares Core MSCI EAFE ETF worth $1.76M as of Q2 2026.
  • ETF Portfolio Partners sold 715 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $68.7K.
  • iShares Core MSCI EAFE ETF made up 0.42% of ETF Portfolio Partners's portfolio in Q2 2026, its #29 holding.
  • ETF Portfolio Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 43 quarters since.
  • ETF Portfolio Partners's iShares Core MSCI EAFE ETF position peaked at $2.76M in Q4 2015.
  • 2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.