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

FSB Premier 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	$370K	Buy	3,828 +138	+4%	+$13.3K	0.1%	174
2026 Q1	$334K	Hold	3,690	–	–	0.1%	176
2025 Q4	$330K	Hold	3,690	–	–	0.1%	177
2025 Q3	$322K	Hold	3,690	–	–	0.11%	170
2025 Q2	$308K	Hold	3,690	–	–	0.11%	168
2025 Q1	$279K	Hold	3,690	–	–	0.11%	178
2024 Q4	$259K	Buy	3,690 +867	+31%	+$64K	0.1%	184
2024 Q3	$220K	Buy	+2,823	New	+$211K	0.09%	191

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 22.9% 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

FSB Premier Wealth Management's IEFA Position: Q2 2026 in Review

FSB Premier Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q2 2026, buying an estimated $13.3K and bringing the position to 3,828 shares worth $370K. The position accounts for 0.1% of the portfolio, ranked #174.

FSB Premier Wealth Management first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

FSB Premier Wealth Management held 3,828 shares of iShares Core MSCI EAFE ETF worth $370K as of Q2 2026.
FSB Premier Wealth Management bought 138 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $13.3K.
iShares Core MSCI EAFE ETF made up 0.1% of FSB Premier Wealth Management's portfolio in Q2 2026, its #174 holding.
FSB Premier Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on FSB Premier Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.