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

Flagship 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	$235K	Sell	2,432 -73	-3%	-$7.01K	0.08%	104
2026 Q1	$227K	Buy	+2,505	New	+$234K	0.09%	100
2025 Q4	–	Sell	-2,531	Closed	-$221K	–	117
2025 Q3	$221K	Buy	+2,531	New	+$215K	0.09%	100
2021 Q3	–	Sell	-518	Closed	-$39K	–	161
2021 Q2	$39K	Buy	518 +56	+12%	+$4.23K	0.03%	146
2021 Q1	$34.3K	Sell	462 -11	-2%	-$786	0.03%	134
2020 Q4	$32.9K	Buy	+473	New	+$30.6K	0.03%	134

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

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

Flagship Private Wealth reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.9% in Q2 2026, selling an estimated $7.01K and leaving 2,432 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #104.

Flagship Private Wealth first reported a position in IEFA in Q4 2020 and has held it in 6 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Flagship Private Wealth held 2,432 shares of iShares Core MSCI EAFE ETF worth $235K as of Q2 2026.
Flagship Private Wealth sold 73 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $7.01K.
iShares Core MSCI EAFE ETF made up 0.08% of Flagship Private Wealth's portfolio in Q2 2026, its #104 holding.
Flagship Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2020 and has held it in 6 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Flagship Private Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.