Guardian Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Guardian Partners’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	$223K	Sell	2,310 -1	-0%	-$96	0.02%	192
2026 Q1	$209K	Buy	2,311 +39	+2%	+$3.64K	0.02%	187
2025 Q4	$216K	Buy	+2,272	New	+$201K	0.02%	199

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

Guardian Partners's IEFA Position: Q2 2026 in Review

Guardian Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.04% in Q2 2026, selling an estimated $96 and leaving 2,310 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #192.

Guardian Partners first reported a position in IEFA in Q4 2025 and has held it in 3 quarters since. 2,455 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Guardian Partners held 2,310 shares of iShares Core MSCI EAFE ETF worth $223K as of Q2 2026.
Guardian Partners sold 1 iShares Core MSCI EAFE ETF share in Q2 2026, an estimated $96.
iShares Core MSCI EAFE ETF made up 0.02% of Guardian Partners's portfolio in Q2 2026, its #192 holding.
Guardian Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2025 and has held it in 3 quarters since.
2,455 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.