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

IAG Wealth 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	$1.93K	Buy	+20	New	+$1.92K	﹤0.01%	464
2025 Q3	–	Sell	-21	Closed	-$1.75K	–	523
2025 Q2	$1.75K	Buy	+21	New	+$1.67K	﹤0.01%	446
2025 Q1	–	Sell	-731	Closed	-$51.4K	–	513
2024 Q4	$51.4K	Hold	731	–	–	0.01%	188
2024 Q3	$57.1K	Sell	731 -18	-2%	-$1.35K	0.01%	174
2024 Q2	$54.4K	Buy	+749	New	+$55.1K	0.01%	170
2023 Q3	–	Sell	-4	Closed	-$270	–	458
2023 Q2	$270	Hold	4	–	–	﹤0.01%	440
2023 Q1	$267	Hold	4	–	–	﹤0.01%	441
2022 Q4	$247	Buy	+4	New	+$235	﹤0.01%	427
2022 Q1	–	Sell	-575	Closed	-$43K	–	453
2021 Q4	$43K	Buy	575 +426	+286%	+$32K	0.01%	147
2021 Q3	$12K	Buy	+149	New	+$11.3K	﹤0.01%	249
2021 Q2	–	Sell	-155	Closed	-$12K	–	379
2021 Q1	$12K	Buy	155 +106	+216%	+$7.58K	﹤0.01%	240
2020 Q4	$4K	Hold	49	–	–	﹤0.01%	303
2020 Q3	$3K	Buy	+49	New	+$2.96K	﹤0.01%	305
2020 Q1	–	Sell	-451	Closed	-$30K	–	439
2019 Q4	$30K	Buy	+451	New	+$28.6K	0.02%	145

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

IAG Wealth Partners's IEFA Position: Q2 2026 in Review

IAG Wealth Partners opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 20 shares worth $1.93K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings. This is a return to the name: IAG Wealth Partners previously reported a position in IEFA as recently as Q2 2025.

IAG Wealth Partners first reported a position in IEFA in Q4 2019 and has held it in 14 quarters since. The position peaked at $57.1K in Q3 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

IAG Wealth Partners held 20 shares of iShares Core MSCI EAFE ETF worth $1.93K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new IAG Wealth Partners position in Q2 2026.
iShares Core MSCI EAFE ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #464 holding.
IAG Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 14 quarters since.
IAG Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $57.1K in Q3 2024.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.