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

Evoke 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 		– Sell
-29,353
Closed -$2.66M – 300
2026
Q1 		$2.66M Buy
29,353
+151
+0.5% +$14.1K 0.05% 150
2025
Q4 		$2.61M Sell
29,202
-3
-0% -$265 0.05% 147
2025
Q3 		$2.55M Buy
29,205
+11,806
+68% +$1M 0.05% 139
2025
Q2 		$1.45M Buy
17,399
+83
+0.5% +$6.59K 0.03% 195
2025
Q1 		$1.31M Hold
17,316
– – 0.03% 170
2024
Q4 		$1.22M Buy
17,316
+228
+1% +$16.8K 0.03% 174
2024
Q3 		$1.33M Buy
+17,088
New +$1.28M 0.04% 162
2024
Q2 		– Sell
-7,749
Closed -$575K – 229
2024
Q1 		$575K Buy
7,749
+4,398
+131% +$313K 0.02% 228
2023
Q4 		$236K Sell
3,351
-24,914
-88% -$1.64M 0.38% 64
2023
Q3 		$1.82M Buy
28,265
+20,516
+265% +$1.37M 0.06% 124
2023
Q2 		$523K Sell
7,749
-896
-10% -$60.8K 0.02% 212
2023
Q1 		$578K Buy
8,645
+600
+7% +$39.3K 0.02% 201
2022
Q4 		$496K Hold
8,045
– – 0.02% 214
2022
Q3 		$424K Buy
8,045
+719
+10% +$42.3K 0.02% 227
2022
Q2 		$431K Buy
7,326
+3,600
+97% +$231K 0.02% 234
2022
Q1 		$259K Hold
3,726
– – 0.01% 307
2021
Q4 		$279K Hold
3,726
– – 0.01% 316
2021
Q3 		$276K Hold
3,726
– – 0.01% 298
2021
Q2 		$279K Buy
3,726
+3,351
+894% +$253K 0.01% 303
2021
Q1 		$27K Hold
375
– – ﹤0.01% 535
2020
Q4 		$26K Hold
375
– – ﹤0.01% 462
2020
Q3 		$23K Sell
375
-968
-72% -$58.4K ﹤0.01% 455
2020
Q2 		$77K Buy
1,343
+505
+60% +$27.4K 0.01% 301
2020
Q1 		$41.8K Buy
+838
New +$49.9K 0.01% 359
2019
Q4 		– Sell
-918
Closed -$56.1K – 1328
2019
Q3 		$56.1K Buy
+918
New +$55.4K 0.01% 446

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

Evoke Wealth's IEFA Position: Q2 2026 in Review

Evoke Wealth sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 29,353 shares — an estimated $2.66M sold.

Evoke Wealth first reported a position in IEFA in Q3 2019 and held it in 25 quarters. The position peaked at $2.66M in Q1 2026. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Evoke Wealth reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 29,353 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.66M.
  • Evoke Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and held it in 25 quarters.
  • Evoke Wealth's iShares Core MSCI EAFE ETF position peaked at $2.66M in Q1 2026.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.