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

Evergreen Wealth Solutions’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 		$53.4M Buy
527,521
+67,172
+15% +$6.45M 2.79% 6
2026
Q1 		$41.7M Buy
+460,349
New +$43M 2.95% 5
2022
Q4 		– Sell
-9,725
Closed -$512K – 97
2022
Q3 		$512K Buy
+9,725
New +$572K 0.73% 44

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 22.9% 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

Evergreen Wealth Solutions's IEFA Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2026, buying an estimated $6.45M and bringing the position to 527,521 shares worth $53.4M. The position accounts for 2.79% of the portfolio, ranked #6.

Evergreen Wealth Solutions first reported a position in IEFA in Q3 2022 and has held it in 3 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Evergreen Wealth Solutions held 527,521 shares of iShares Core MSCI EAFE ETF worth $53.4M as of Q2 2026.
  • Evergreen Wealth Solutions bought 67,172 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $6.45M.
  • iShares Core MSCI EAFE ETF made up 2.79% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #6 holding.
  • Evergreen Wealth Solutions first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 3 quarters since.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.