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

Fairway 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	$20.4M	Buy	211,595 +4,106	+2%	+$394K	4.67%	10
2026 Q1	$18.8M	Sell	207,489 -570,306	-73%	-$53.2M	4.96%	9
2025 Q4	$19.4M	Buy	777,795 +94,008	+14%	+$8.31M	5.23%	8
2025 Q3	$18.6M	Buy	683,787 +73,532	+12%	+$6.25M	5.23%	9
2025 Q2	$15.8M	Buy	610,255 +428,502	+236%	+$34M	5.05%	9
2025 Q1	$13.7M	Buy	181,753 +57,269	+46%	+$4.28M	5.08%	9
2024 Q4	$8.75M	Buy	124,484 +17,558	+16%	+$1.3M	3.94%	10
2024 Q3	$8.35M	Buy	106,926 +6,661	+7%	+$499K	4.24%	9
2024 Q2	$7.28M	Buy	100,265 +10,155	+11%	+$747K	4.29%	9
2024 Q1	$6.69M	Buy	90,110 +3,148	+4%	+$224K	4.53%	8
2023 Q4	$6.12M	Buy	+86,962	New	+$5.73M	4.68%	10

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

Fairway Wealth's IEFA Position: Q2 2026 in Review

Fairway Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q2 2026, buying an estimated $394K and bringing the position to 211,595 shares worth $20.4M. The position accounts for 4.67% of the portfolio, ranked #10.

Fairway Wealth first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Fairway Wealth held 211,595 shares of iShares Core MSCI EAFE ETF worth $20.4M as of Q2 2026.
Fairway Wealth bought 4,106 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $394K.
iShares Core MSCI EAFE ETF made up 4.67% of Fairway Wealth's portfolio in Q2 2026, its #10 holding.
Fairway Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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