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

IMG 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	$160K	Sell	1,652 -621	-27%	-$59.6K	0.09%	125
2026 Q1	$206K	Sell	2,273 -922	-29%	-$86.1K	0.13%	97
2025 Q4	$286K	Buy	3,195 +1,184	+59%	+$105K	0.18%	73
2025 Q3	$176K	Sell	2,011 -375	-16%	-$31.9K	0.12%	93
2025 Q2	$199K	Sell	2,386 -133	-5%	-$10.6K	0.15%	81
2025 Q1	$191K	Sell	2,519 -685	-21%	-$51.2K	0.17%	73
2024 Q4	$225K	Buy	+3,204	New	+$236K	0.21%	62

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

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

IMG Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 27% in Q2 2026, selling an estimated $59.6K and leaving 1,652 shares worth $160K. The position accounts for 0.09% of the portfolio, ranked #125.

IMG Wealth Management first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

IMG Wealth Management held 1,652 shares of iShares Core MSCI EAFE ETF worth $160K as of Q2 2026.
IMG Wealth Management sold 621 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $59.6K.
iShares Core MSCI EAFE ETF made up 0.09% of IMG Wealth Management's portfolio in Q2 2026, its #125 holding.
IMG Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
IMG Wealth Management's iShares Core MSCI EAFE ETF position peaked at $286K in Q4 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.