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

Goldstein 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	$1.41M	Buy	14,601 +353	+2%	+$33.9K	0.13%	69
2026 Q1	$1.29M	Buy	14,248 +172	+1%	+$16.1K	0.14%	61
2025 Q4	$1.26M	Sell	14,076 -221	-2%	-$19.5K	0.14%	61
2025 Q3	$1.25M	Sell	14,297 -151	-1%	-$12.8K	0.15%	59
2025 Q2	$1.21M	Sell	14,448 -436	-3%	-$34.6K	0.16%	53
2025 Q1	$1.13M	Sell	14,884 -917	-6%	-$68.6K	0.16%	50
2024 Q4	$1.11M	Sell	15,801 -166	-1%	-$12.2K	0.16%	48
2024 Q3	$1.25M	Buy	15,967 +904	+6%	+$67.7K	0.19%	43
2024 Q2	$1.09M	Buy	15,063 +1,828	+14%	+$135K	0.18%	45
2024 Q1	$982K	Sell	13,235 -348	-3%	-$24.8K	0.17%	51
2023 Q4	$956K	Sell	13,583 -59	-0.4%	-$3.89K	0.16%	74
2023 Q3	$878K	Sell	13,642 -463	-3%	-$31K	0.18%	48
2023 Q2	$952K	Sell	14,105 -1,995	-12%	-$135K	0.2%	47
2023 Q1	$1.08M	Sell	16,100 -567	-3%	-$37.2K	0.24%	47
2022 Q4	$1.03M	Buy	+16,667	New	+$981K	0.25%	46

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

Goldstein Advisors's IEFA Position: Q2 2026 in Review

Goldstein Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.5% in Q2 2026, buying an estimated $33.9K and bringing the position to 14,601 shares worth $1.41M. The position accounts for 0.13% of the portfolio, ranked #69.

Goldstein Advisors first reported a position in IEFA in Q4 2022 and has held it in 15 quarters since. 2,449 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Goldstein Advisors held 14,601 shares of iShares Core MSCI EAFE ETF worth $1.41M as of Q2 2026.
Goldstein Advisors bought 353 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $33.9K.
iShares Core MSCI EAFE ETF made up 0.13% of Goldstein Advisors's portfolio in Q2 2026, its #69 holding.
Goldstein Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
2,449 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.