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

Icon 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	$2.13M	Buy	22,074 +2,900	+15%	+$279K	0.13%	114
2026 Q1	$1.79M	Sell	19,174 -70	-0.4%	-$6.53K	0.12%	118
2025 Q4	$1.72M	Sell	19,244 -305	-2%	-$27K	0.11%	123
2025 Q3	$1.71M	Sell	19,549 -469	-2%	-$39.9K	0.12%	129
2025 Q2	$1.67M	Buy	20,018 +281	+1%	+$22.3K	0.12%	135
2025 Q1	$1.49M	Sell	19,737 -421	-2%	-$31.5K	0.12%	124
2024 Q4	$1.42M	Buy	20,158 +314	+2%	+$23.2K	0.12%	128
2024 Q3	$1.55M	Buy	19,844 +67	+0.3%	+$5.01K	0.13%	115
2024 Q2	$1.48M	Buy	19,777 +464	+2%	+$34.1K	0.13%	117
2024 Q1	$1.43M	Buy	19,313 +485	+3%	+$34.5K	0.13%	121
2023 Q4	$1.32M	Buy	+18,828	New	+$1.24M	0.14%	111
2022 Q4	$3.05M	Sell	49,502 -1,159	-2%	-$68.2K	0.35%	69
2022 Q3	$2.67M	Buy	+50,661	New	+$2.98M	0.32%	74

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

Icon Wealth Advisors's IEFA Position: Q2 2026 in Review

Icon Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 15% in Q2 2026, buying an estimated $279K and bringing the position to 22,074 shares worth $2.13M. The position accounts for 0.13% of the portfolio, ranked #114.

Icon Wealth Advisors first reported a position in IEFA in Q3 2022 and has held it in 13 quarters since. The position peaked at $3.05M in Q4 2022. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Icon Wealth Advisors held 22,074 shares of iShares Core MSCI EAFE ETF worth $2.13M as of Q2 2026.
Icon Wealth Advisors bought 2,900 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $279K.
iShares Core MSCI EAFE ETF made up 0.13% of Icon Wealth Advisors's portfolio in Q2 2026, its #114 holding.
Icon Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $3.05M in Q4 2022.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.