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

Henrickson Nauta 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	$553K	Hold	5,726	–	–	0.13%	54
2026 Q1	$518K	Sell	5,726 -5,726	-50%	-$534K	0.15%	49
2025 Q4	$1.05M	Buy	11,452 +5,726	+100%	+$506K	0.15%	46
2025 Q3	$500K	Hold	5,726	–	–	0.16%	50
2025 Q2	$478K	Hold	5,726	–	–	0.17%	49
2025 Q1	$410K	Hold	5,726	–	–	0.17%	47
2024 Q4	$402K	Hold	5,726	–	–	0.16%	51
2024 Q3	$447K	Sell	5,726 -5,989	-51%	-$448K	0.18%	47
2024 Q2	$851K	Buy	11,715 +932	+9%	+$68.6K	0.36%	28
2024 Q1	$785K	Buy	10,783 +233	+2%	+$16.6K	0.35%	30
2023 Q4	$742K	Buy	+10,550	New	+$695K	0.36%	31

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

Henrickson Nauta Wealth Advisors's IEFA Position: Q2 2026 in Review

Henrickson Nauta Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 5,726 shares worth $553K. The position accounts for 0.13% of the portfolio, ranked #54.

Henrickson Nauta Wealth Advisors first reported a position in IEFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Henrickson Nauta Wealth Advisors held 5,726 shares of iShares Core MSCI EAFE ETF worth $553K as of Q2 2026.
Henrickson Nauta Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.13% of Henrickson Nauta Wealth Advisors's portfolio in Q2 2026, its #54 holding.
Henrickson Nauta Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Henrickson Nauta Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $1.05M in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Henrickson Nauta Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.