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

Foguth Wealth Management’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 		$432K Buy
4,525
+1,606
+55% +$154K 0.05% 135
2026
Q1 		$286K Buy
2,919
+588
+25% +$54.9K 0.03% 170
2025
Q4 		$211K Buy
+2,331
New +$206K 0.03% 163

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 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
SP
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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Foguth Wealth Management's IEFA Position: Q2 2026 in Review

Foguth Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 55% in Q2 2026, buying an estimated $154K and bringing the position to 4,525 shares worth $432K. The position accounts for 0.05% of the portfolio, ranked #135.

Foguth Wealth Management first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 891 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Foguth Wealth Management held 4,525 shares of iShares Core MSCI EAFE ETF worth $432K as of Q2 2026.
  • Foguth Wealth Management bought 1,606 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $154K.
  • iShares Core MSCI EAFE ETF made up 0.05% of Foguth Wealth Management's portfolio in Q2 2026, its #135 holding.
  • Foguth Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
  • 891 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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