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

FSA 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
2025
Q2 		– Sell
-579
Closed -$70.1K – 554
2025
Q1 		$70.1K Buy
579
+92
+19% +$6.88K 0.03% 117
2024
Q4 		$34.2K Buy
487
+3
+0.6% +$221 0.01% 183
2024
Q3 		$37.8K Buy
+484
New +$36.2K 0.02% 181
2024
Q1 		$39.1K Hold
527
– – 0.02% 174
2023
Q4 		$37K Buy
+527
New +$34.7K 0.02% 168

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

FSA Wealth Management's IEFA Position: Q2 2025 in Review

FSA Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2025, closing a stake of 579 shares — an estimated $70.1K sold.

FSA Wealth Management first reported a position in IEFA in Q4 2023 and held it in 5 quarters. The position peaked at $70.1K in Q1 2025. 2,104 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

  • FSA Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2025 after selling out during the quarter.
  • FSA Wealth Management sold 579 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $70.1K.
  • FSA Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 5 quarters.
  • FSA Wealth Management's iShares Core MSCI EAFE ETF position peaked at $70.1K in Q1 2025.
  • 2,104 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

Based on FSA Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.