IWB
IEFA icon

Innovative Wealth Building’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Innovative Wealth Building’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 		$1.82M Buy
18,888
+678
+4% +$65.1K 1.06% 18
2026
Q1 		$1.65M Buy
18,210
+373
+2% +$34.8K 1.16% 16
2025
Q4 		$1.6M Sell
17,837
-7
-0% -$619 1.16% 16
2025
Q3 		$1.56M Sell
17,844
-1,212
-6% -$103K 1.21% 16
2025
Q2 		$1.59M Sell
19,056
-6,951
-27% -$552K 1.32% 16
2025
Q1 		$1.97M Sell
26,007
-2,652
-9% -$198K 1.81% 15
2024
Q4 		$2.01M Buy
+28,659
New +$2.11M 1.82% 14

Other funds holding IEFA

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Innovative Wealth Building's IEFA Position: Q2 2026 in Review

Innovative Wealth Building increased its iShares Core MSCI EAFE ETF (IEFA) stake by 3.7% in Q2 2026, buying an estimated $65.1K and bringing the position to 18,888 shares worth $1.82M. The position accounts for 1.06% of the portfolio, ranked #18.

Innovative Wealth Building first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q4 2024. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Innovative Wealth Building held 18,888 shares of iShares Core MSCI EAFE ETF worth $1.82M as of Q2 2026.
  • Innovative Wealth Building bought 678 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $65.1K.
  • iShares Core MSCI EAFE ETF made up 1.06% of Innovative Wealth Building's portfolio in Q2 2026, its #18 holding.
  • Innovative Wealth Building first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • Innovative Wealth Building's iShares Core MSCI EAFE ETF position peaked at $2.01M in Q4 2024.
  • 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Innovative Wealth Building's 13F filing for Q2 2026, filed 23 Jul 2026.