EWA
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EverSource Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

EverSource Wealth Advisors’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 		$5.41M Sell
56,012
-6,504
-10% -$625K 0.18% 109
2026
Q1 		$5.66M Buy
62,516
+6,830
+12% +$637K 0.17% 109
2025
Q4 		$4.98M Buy
55,686
+7,952
+17% +$703K 0.18% 101
2025
Q3 		$4.17M Buy
47,734
+32,356
+210% +$2.75M 0.16% 117
2025
Q2 		$1.28M Sell
15,378
-639
-4% -$50.7K 0.06% 228
2025
Q1 		$1.21M Buy
16,017
+978
+7% +$73.1K 0.07% 217
2024
Q4 		$1.06M Buy
15,039
+6,412
+74% +$473K 0.06% 238
2024
Q3 		$673K Sell
8,627
-10,616
-55% -$795K 0.04% 282
2024
Q2 		$1.44M Sell
19,243
-762
-4% -$56.1K 0.1% 165
2024
Q1 		$1.44M Buy
20,005
+10,611
+113% +$755K 0.11% 146
2023
Q4 		$661K Buy
9,394
+6,655
+243% +$439K 0.06% 212
2023
Q3 		$176K Buy
2,739
+1,159
+73% +$77.6K 0.02% 425
2023
Q2 		$107K Buy
1,580
+895
+131% +$60.7K 0.01% 561
2023
Q1 		$45.8K Sell
685
-311
-31% -$20.4K 0.01% 820
2022
Q4 		$61.4K Buy
996
+86
+9% +$5.06K 0.01% 679
2022
Q3 		$48K Buy
910
+12
+1% +$706 0.01% 648
2022
Q2 		$53K Sell
898
-1,070
-54% -$68.6K 0.01% 611
2022
Q1 		$137K Buy
1,968
+1,918
+3,836% +$136K 0.03% 294
2021
Q4 		$4K Buy
+50
New +$3.76K ﹤0.01% 1333

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

EverSource Wealth Advisors's IEFA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, selling an estimated $625K and leaving 56,012 shares worth $5.41M. The position accounts for 0.18% of the portfolio, ranked #109.

EverSource Wealth Advisors first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.66M in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • EverSource Wealth Advisors held 56,012 shares of iShares Core MSCI EAFE ETF worth $5.41M as of Q2 2026.
  • EverSource Wealth Advisors sold 6,504 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $625K.
  • iShares Core MSCI EAFE ETF made up 0.18% of EverSource Wealth Advisors's portfolio in Q2 2026, its #109 holding.
  • EverSource Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $5.66M in Q1 2026.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.