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Graves Light Lenhart Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Graves Light Lenhart Wealth’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 		$97.9M Buy
1,013,378
+55,117
+6% +$5.29M 9.13% 2
2026
Q1 		$86.8M Buy
958,261
+27,359
+3% +$2.55M 9.03% 2
2025
Q4 		$83.3M Buy
930,902
+36,025
+4% +$3.19M 8.83% 2
2025
Q3 		$78.1M Buy
894,877
+27,867
+3% +$2.37M 8.67% 2
2025
Q2 		$72.4M Buy
867,010
+23,260
+3% +$1.85M 8.61% 2
2025
Q1 		$63.8M Buy
843,750
+27,923
+3% +$2.09M 7.83% 2
2024
Q4 		$57.3M Buy
815,827
+20,012
+3% +$1.48M 7.13% 2
2024
Q3 		$62.1M Sell
795,815
-44,708
-5% -$3.35M 7.64% 2
2024
Q2 		$61.1M Buy
840,523
+30,657
+4% +$2.26M 6.99% 2
2024
Q1 		$60.1M Buy
809,866
+157,238
+24% +$11.2M 6.96% 2
2023
Q4 		$45.9M Buy
652,628
+22,557
+4% +$1.49M 5.7% 2
2023
Q3 		$40.3M Buy
630,071
+34,245
+6% +$2.29M 5.47% 2
2023
Q2 		$40.2M Buy
595,826
+25,524
+4% +$1.73M 5.43% 2
2023
Q1 		$38.1M Buy
570,302
+77,977
+16% +$5.11M 5.9% 2
2022
Q4 		$30.3M Buy
492,325
+155,284
+46% +$9.14M 4.67% 2
2022
Q3 		$17.8M Buy
337,041
+88,701
+36% +$5.22M 2.96% 11
2022
Q2 		$14.6M Buy
248,340
+23,292
+10% +$1.49M 2.23% 14
2022
Q1 		$15.6M Buy
225,048
+82,009
+57% +$5.8M 2.18% 13
2021
Q4 		$10.7M Buy
143,039
+19,361
+16% +$1.46M 1.52% 21
2021
Q3 		$9.18M Buy
123,678
+31,440
+34% +$2.39M 1.45% 20
2021
Q2 		$6.91M Buy
92,238
+15,928
+21% +$1.2M 1.11% 26
2021
Q1 		$5.5M Buy
76,310
+14,345
+23% +$1.03M 0.94% 31
2020
Q4 		$4.28M Buy
61,965
+17,624
+40% +$1.14M 0.8% 37
2020
Q3 		$2.67M Buy
44,341
+4,403
+11% +$266K 0.59% 44
2020
Q2 		$2.28M Buy
+39,938
New +$2.16M 0.54% 48
2020
Q1 		– Sell
-3,795
Closed -$248K – 164
2019
Q4 		$248K Hold
3,795
– – 0.05% 148
2019
Q3 		$240K Buy
+3,795
New +$229K 0.05% 152

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Graves Light Lenhart Wealth's IEFA Position: Q2 2026 in Review

Graves Light Lenhart Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q2 2026, buying an estimated $5.29M and bringing the position to 1,013,378 shares worth $97.9M. The position accounts for 9.13% of the portfolio, ranked #2.

Graves Light Lenhart Wealth first reported a position in IEFA in Q3 2019 and has held it in 27 quarters since. 2,440 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Graves Light Lenhart Wealth held 1,013,378 shares of iShares Core MSCI EAFE ETF worth $97.9M as of Q2 2026.
  • Graves Light Lenhart Wealth bought 55,117 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $5.29M.
  • iShares Core MSCI EAFE ETF made up 9.13% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #2 holding.
  • Graves Light Lenhart Wealth first reported a position in iShares Core MSCI EAFE ETF in Q3 2019 and has held it in 27 quarters since.
  • 2,440 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.