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

Heirloom 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 		– Sell
-5,404
Closed -$489K – 71
2026
Q1 		$489K Buy
+5,404
New +$504K 0.09% 64

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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 22.9% 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

Heirloom Wealth Management's IEFA Position: Q2 2026 in Review

Heirloom Wealth Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 5,404 shares — an estimated $489K sold.

Heirloom Wealth Management first reported a position in IEFA in Q1 2026 and held it in 1 quarter. The position peaked at $489K in Q1 2026. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Heirloom Wealth Management reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 5,404 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $489K.
  • Heirloom Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's iShares Core MSCI EAFE ETF position peaked at $489K in Q1 2026.
  • 2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.