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

Iams 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	$418K	Buy	4,326 +32	+0.7%	+$3.07K	0.13%	154
2026 Q1	$389K	Sell	4,294 -409	-9%	-$38.2K	0.14%	151
2025 Q4	$421K	Buy	4,703 +188	+4%	+$16.6K	0.15%	131
2025 Q3	$394K	Buy	4,515 +1,481	+49%	+$126K	0.16%	133
2025 Q2	$253K	Hold	3,034	–	–	0.12%	147
2025 Q1	$230K	Hold	3,034	–	–	0.11%	144
2024 Q4	$213K	Hold	3,034	–	–	0.1%	158
2024 Q3	$237K	Buy	+3,034	New	+$227K	0.12%	140

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

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

Iams Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.75% in Q2 2026, buying an estimated $3.07K and bringing the position to 4,326 shares worth $418K. The position accounts for 0.13% of the portfolio, ranked #154.

Iams Wealth Management first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $421K in Q4 2025. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Iams Wealth Management held 4,326 shares of iShares Core MSCI EAFE ETF worth $418K as of Q2 2026.
Iams Wealth Management bought 32 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.07K.
iShares Core MSCI EAFE ETF made up 0.13% of Iams Wealth Management's portfolio in Q2 2026, its #154 holding.
Iams Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Iams Wealth Management's iShares Core MSCI EAFE ETF position peaked at $421K in Q4 2025.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.