Fairvoy Private Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Fairvoy Private 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	$300K	Buy	+3,110	New	+$299K	0.06%	170
2026 Q1	–	Sell	-2,530	Closed	-$226K	–	212
2025 Q4	$226K	Buy	2,530 +111	+5%	+$9.81K	0.05%	177
2025 Q3	$211K	Sell	2,419 -1,194	-33%	-$101K	0.05%	186
2025 Q2	$302K	Sell	3,613 -769	-18%	-$61K	0.07%	148
2025 Q1	$331K	Sell	4,382 -4,758	-52%	-$356K	0.09%	145
2024 Q4	$642K	Buy	+9,140	New	+$674K	0.17%	101

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fairvoy Private Wealth's IEFA Position: Q2 2026 in Review

Fairvoy Private Wealth opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 3,110 shares worth $300K. The stake represents 0.06% of the portfolio and ranks #170 among its holdings. This is a return to the name: Fairvoy Private Wealth previously reported a position in IEFA as recently as Q4 2025.

Fairvoy Private Wealth first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. The position peaked at $642K in Q4 2024. 634 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fairvoy Private Wealth held 3,110 shares of iShares Core MSCI EAFE ETF worth $300K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new Fairvoy Private Wealth position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.06% of Fairvoy Private Wealth's portfolio in Q2 2026, its #170 holding.
Fairvoy Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
Fairvoy Private Wealth's iShares Core MSCI EAFE ETF position peaked at $642K in Q4 2024.
634 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Fairvoy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.