ISWM
IEFA icon

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

Independent Solutions 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 		$10.7M Sell
111,209
-2,041
-2% -$196K 1.4% 11
2026
Q1 		$10.3M Sell
113,250
-4,494
-4% -$419K 1.51% 11
2025
Q4 		$10.5M Sell
117,744
-6,762
-5% -$598K 1.94% 11
2025
Q3 		$10.9M Sell
124,506
-904
-0.7% -$76.8K 1.93% 11
2025
Q2 		$10.5M Sell
125,410
-570
-0.5% -$45.2K 2.04% 11
2025
Q1 		$9.53M Buy
125,980
+2,272
+2% +$170K 2.13% 9
2024
Q4 		$8.69M Sell
123,708
-24,691
-17% -$1.82M 1.9% 11
2024
Q3 		$11.6M Buy
148,399
+5,315
+4% +$398K 2.62% 8
2024
Q2 		$10.4M Buy
143,084
+410
+0.3% +$30.2K 2.38% 9
2024
Q1 		$10.6M Buy
142,674
+1,286
+0.9% +$91.5K 2.51% 7
2023
Q4 		$9.95M Sell
141,388
-1,374
-1% -$90.6K 2.55% 7
2023
Q3 		$9.19M Sell
142,762
-1,294
-0.9% -$86.6K 2.39% 8
2023
Q2 		$9.72M Sell
144,056
-561
-0.4% -$38K 2.45% 8
2023
Q1 		$9.67M Sell
144,617
-7,126
-5% -$467K 2.85% 7
2022
Q4 		$9.35M Sell
151,743
-12,523
-8% -$737K 2.85% 6
2022
Q3 		$8.65M Sell
164,266
-1,206
-0.7% -$70.9K 2.84% 9
2022
Q2 		$9.74M Buy
165,472
+37,808
+30% +$2.43M 3.04% 6
2022
Q1 		$8.87M Buy
127,664
+1,358
+1% +$96.1K 2.09% 12
2021
Q4 		$9.43M Sell
126,306
-2,482
-2% -$187K 2.22% 11
2021
Q3 		$9.56M Sell
128,788
-12,121
-9% -$922K 2.37% 10
2021
Q2 		$10.5M Sell
140,909
-3,425
-2% -$259K 2.56% 9
2021
Q1 		$10.4M Buy
144,334
+9,549
+7% +$682K 2.86% 8
2020
Q4 		$9.31M Buy
134,785
+6,741
+5% +$436K 2.91% 9
2020
Q3 		$7.72M Buy
128,044
+1,508
+1% +$91K 2.94% 9
2020
Q2 		$7.23M Sell
126,536
-5,979
-5% -$324K 3.09% 7
2020
Q1 		$6.61M Buy
132,515
+12,378
+10% +$737K 3.65% 7
2019
Q4 		$7.84M Buy
+120,137
New +$7.62M 3.47% 6

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Independent Solutions Wealth Management's IEFA Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2026, selling an estimated $196K and leaving 111,209 shares worth $10.7M. The position accounts for 1.4% of the portfolio, ranked #11.

Independent Solutions Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $11.6M in Q3 2024. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Independent Solutions Wealth Management held 111,209 shares of iShares Core MSCI EAFE ETF worth $10.7M as of Q2 2026.
  • Independent Solutions Wealth Management sold 2,041 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $196K.
  • iShares Core MSCI EAFE ETF made up 1.4% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Independent Solutions Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Independent Solutions Wealth Management's iShares Core MSCI EAFE ETF position peaked at $11.6M in Q3 2024.
  • 2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.