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

Evermay 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	$737K	Buy	7,627 +5,317	+230%	+$511K	0.08%	105
2026 Q1	$209K	Sell	2,310 -156	-6%	-$14.6K	0.02%	191
2025 Q4	$221K	Hold	2,466	–	–	0.02%	184
2025 Q3	$215K	Hold	2,466	–	–	0.02%	189
2025 Q2	$206K	Buy	2,466 +198	+9%	+$15.7K	0.03%	194
2025 Q1	$172K	Sell	2,268 -117	-5%	-$8.75K	0.02%	203
2024 Q4	$168K	Buy	2,385 +217	+10%	+$16K	0.03%	210
2024 Q3	$169K	Hold	2,168	–	–	0.03%	211
2024 Q2	$157K	Buy	2,168 +423	+24%	+$31.1K	0.03%	212
2024 Q1	$130K	Sell	1,745 -34	-2%	-$2.42K	0.02%	246
2023 Q4	$125K	Buy	1,779 +116	+7%	+$7.65K	0.02%	223
2023 Q3	$107K	Hold	1,663	–	–	0.02%	230
2023 Q2	$112K	Hold	1,663	–	–	0.02%	229
2023 Q1	$111K	Buy	1,663 +10	+0.6%	+$656	0.02%	227
2022 Q4	$102K	Buy	1,653 +803	+94%	+$47.3K	0.02%	227
2022 Q3	$45K	Buy	+850	New	+$50K	0.01%	292

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

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

Evermay Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 230% in Q2 2026, buying an estimated $511K and bringing the position to 7,627 shares worth $737K. The position accounts for 0.08% of the portfolio, ranked #105.

Evermay Wealth Management first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. 2,457 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Evermay Wealth Management held 7,627 shares of iShares Core MSCI EAFE ETF worth $737K as of Q2 2026.
Evermay Wealth Management bought 5,317 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $511K.
iShares Core MSCI EAFE ETF made up 0.08% of Evermay Wealth Management's portfolio in Q2 2026, its #105 holding.
Evermay Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
2,457 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.