FSM Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

FSM Wealth Advisors’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	$2.18M	Buy	22,543 +8,081	+56%	+$776K	0.23%	60
2026 Q1	$1.31M	Buy	14,462 +1,351	+10%	+$126K	0.17%	73
2025 Q4	$1.17M	Sell	13,111 -338	-3%	-$29.9K	0.16%	83
2025 Q3	$1.17M	Buy	13,449 +788	+6%	+$67K	0.17%	85
2025 Q2	$1.05M	Buy	12,661 +366	+3%	+$29K	0.17%	87
2025 Q1	$930K	Buy	12,295 +5,024	+69%	+$376K	0.21%	66
2024 Q4	$516K	Buy	7,271 +3,793	+109%	+$280K	0.13%	95
2024 Q3	$271K	Buy	+3,478	New	+$260K	0.07%	142
2024 Q1	–	Sell	-3,740	Closed	-$263K	–	170
2023 Q4	$263K	Buy	3,740 +215	+6%	+$14.2K	0.11%	124
2023 Q3	$227K	Sell	3,525 -1,435	-29%	-$96.1K	0.11%	132
2023 Q2	$333K	Buy	4,960 +319	+7%	+$21.6K	0.17%	108
2023 Q1	$310K	Hold	4,641	–	–	0.18%	112
2022 Q4	$286K	Sell	4,641 -76	-2%	-$4.47K	0.2%	111
2022 Q3	$248K	Sell	4,717 -62	-1%	-$3.65K	0.21%	114
2022 Q2	$294K	Buy	+4,779	New	+$307K	0.29%	84

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

FSM Wealth Advisors's IEFA Position: Q2 2026 in Review

FSM Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 56% in Q2 2026, buying an estimated $776K and bringing the position to 22,543 shares worth $2.18M. The position accounts for 0.23% of the portfolio, ranked #60.

FSM Wealth Advisors first reported a position in IEFA in Q2 2022 and has held it in 15 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

FSM Wealth Advisors held 22,543 shares of iShares Core MSCI EAFE ETF worth $2.18M as of Q2 2026.
FSM Wealth Advisors bought 8,081 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $776K.
iShares Core MSCI EAFE ETF made up 0.23% of FSM Wealth Advisors's portfolio in Q2 2026, its #60 holding.
FSM Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2022 and has held it in 15 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.