Impact Partnership Wealth’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Impact Partnership 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 Q1	$636K	Buy	7,030 +1,170	+20%	+$109K	0.08%	165
2025 Q4	$524K	Buy	+5,860	New	+$518K	0.07%	182
2024 Q2	–	Sell	-696	Closed	-$51.7K	–	431
2024 Q1	$51.7K	Sell	696 -1,044	-60%	-$74.3K	0.02%	315
2023 Q4	$122K	Buy	1,740 +37	+2%	+$2.44K	0.04%	223
2023 Q3	$110K	Buy	1,703 +577	+51%	+$38.6K	0.03%	303
2023 Q2	$76K	Buy	+1,126	New	+$76.4K	0.03%	221

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Impact Partnership Wealth's IEFA Position: Q1 2026 in Review

Impact Partnership Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 20% in Q1 2026, buying an estimated $109K and bringing the position to 7,030 shares worth $636K. The position accounts for 0.08% of the portfolio, ranked #165.

Impact Partnership Wealth first reported a position in IEFA in Q2 2023 and has held it in 6 quarters since. 2,400 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Impact Partnership Wealth held 7,030 shares of iShares Core MSCI EAFE ETF worth $636K as of Q1 2026.
Impact Partnership Wealth bought 1,170 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $109K.
iShares Core MSCI EAFE ETF made up 0.08% of Impact Partnership Wealth's portfolio in Q1 2026, its #165 holding.
Impact Partnership Wealth first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 6 quarters since.
2,400 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.