Indie Asset Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Indie Asset Partners’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	$275K	Hold	2,849	–	–	0.26%	69
2026 Q1	$258K	Buy	2,849 +94	+3%	+$8.77K	0.29%	68
2025 Q4	$246K	Sell	2,755 -750	-21%	-$66.3K	0.27%	68
2025 Q3	$306K	Buy	3,505 +25	+0.7%	+$2.12K	0.41%	51
2025 Q2	$291K	Buy	3,480 +104	+3%	+$8.25K	0.53%	47
2025 Q1	$255K	Hold	3,376	–	–	0.22%	75
2024 Q4	$237K	Buy	3,376 +443	+15%	+$32.7K	0.19%	99
2024 Q3	$229K	Buy	+2,933	New	+$220K	0.17%	103

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

Indie Asset Partners's IEFA Position: Q2 2026 in Review

Indie Asset Partners held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 2,849 shares worth $275K. The position accounts for 0.26% of the portfolio, ranked #69.

Indie Asset Partners first reported a position in IEFA in Q3 2024 and has held it in 8 quarters since. The position peaked at $306K in Q3 2025. 2,453 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Indie Asset Partners held 2,849 shares of iShares Core MSCI EAFE ETF worth $275K as of Q2 2026.
Indie Asset Partners left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.26% of Indie Asset Partners's portfolio in Q2 2026, its #69 holding.
Indie Asset Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2024 and has held it in 8 quarters since.
Indie Asset Partners's iShares Core MSCI EAFE ETF position peaked at $306K in Q3 2025.
2,453 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Indie Asset Partners's 13F filing for Q2 2026, filed 7 Aug 2026.