FPW
IEFA icon

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

Flywheel 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 		$16.3M Buy
168,943
+12,326
+8% +$1.18M 8.04% 3
2026
Q1 		$14.2M Buy
156,617
+4,902
+3% +$458K 8.08% 3
2025
Q4 		$13.6M Buy
151,715
+31,691
+26% +$2.8M 8.47% 3
2025
Q3 		$10.5M Buy
120,024
+12,727
+12% +$1.08M 8.19% 3
2025
Q2 		$8.96M Buy
107,297
+7,607
+8% +$604K 7.19% 4
2025
Q1 		$7.54M Buy
99,690
+6,739
+7% +$504K 6.87% 3
2024
Q4 		$6.53M Buy
+92,951
New +$6.86M 6.01% 4

Other funds holding IEFA

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Flywheel Private Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.9% in Q2 2026, buying an estimated $1.18M and bringing the position to 168,943 shares worth $16.3M. The position accounts for 8.04% of the portfolio, ranked #3.

Flywheel Private Wealth first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 1,272 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Flywheel Private Wealth held 168,943 shares of iShares Core MSCI EAFE ETF worth $16.3M as of Q2 2026.
  • Flywheel Private Wealth bought 12,326 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.18M.
  • iShares Core MSCI EAFE ETF made up 8.04% of Flywheel Private Wealth's portfolio in Q2 2026, its #3 holding.
  • Flywheel Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,272 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Flywheel Private Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.