HIW
IEFA icon

Holos Integrated Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Holos Integrated 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 		$126K Hold
1,294
– – 0.06% 110
2026
Q1 		$119K Hold
1,294
– – 0.06% 113
2025
Q4 		$117K Buy
1,294
+212
+20% +$18.7K 0.07% 88
2025
Q3 		$93.1K Hold
1,082
– – 0.05% 89
2025
Q2 		$91.5K Sell
1,082
-212
-16% -$16.8K 0.06% 89
2025
Q1 		$97.9K Hold
1,294
– – 0.06% 85
2024
Q4 		$90.9K Buy
+1,294
New +$95.5K 0.06% 85

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return

Holos Integrated Wealth's IEFA Position: Q2 2026 in Review

Holos Integrated Wealth held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 1,294 shares worth $126K. The position accounts for 0.06% of the portfolio, ranked #110.

Holos Integrated Wealth first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 888 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Holos Integrated Wealth held 1,294 shares of iShares Core MSCI EAFE ETF worth $126K as of Q2 2026.
  • Holos Integrated Wealth left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.06% of Holos Integrated Wealth's portfolio in Q2 2026, its #110 holding.
  • Holos Integrated Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 888 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.