IWS
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Insight Wealth Strategies’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Insight Wealth Strategies’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 		$290K Buy
3,015
+6
+0.2% +$576 0.03% 157
2026
Q1 		$272K Hold
3,009
– – 0.03% 158
2025
Q4 		$269K Buy
3,009
+8
+0.3% +$707 0.03% 151
2025
Q3 		$262K Sell
3,001
-184
-6% -$15.6K 0.03% 154
2025
Q2 		$265K Buy
3,185
+11
+0.3% +$873 0.03% 146
2025
Q1 		$240K Buy
+3,174
New +$237K 0.03% 143
2022
Q1 		– Sell
-2,959
Closed -$221K – 163
2021
Q4 		$221K Sell
2,959
-23,289
-89% -$1.75M 0.03% 143
2021
Q3 		$1.95M Buy
26,248
+15,998
+156% +$1.22M 0.27% 51
2021
Q2 		$767K Sell
10,250
-10,551
-51% -$797K 0.11% 120
2021
Q1 		$1.5M Buy
20,801
+9,255
+80% +$661K 0.2% 73
2020
Q4 		$798K Buy
11,546
+61
+0.5% +$3.94K 0.14% 89
2020
Q3 		$692K Buy
11,485
+253
+2% +$15.3K 0.13% 80
2020
Q2 		$642K Sell
11,232
-7,574
-40% -$410K 0.14% 67
2020
Q1 		$938K Sell
18,806
-9,053
-32% -$539K 0.25% 36
2019
Q4 		$1.82M Buy
27,859
+5,785
+26% +$367K 0.38% 54
2019
Q3 		$1.35M Buy
22,074
+5,097
+30% +$308K 0.32% 59
2019
Q2 		$1.04M Buy
16,977
+5,871
+53% +$360K 0.25% 63
2019
Q1 		$675K Buy
+11,106
New +$656K 0.19% 78

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Insight Wealth Strategies's IEFA Position: Q2 2026 in Review

Insight Wealth Strategies increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.2% in Q2 2026, buying an estimated $576 and bringing the position to 3,015 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #157.

Insight Wealth Strategies first reported a position in IEFA in Q1 2019 and has held it in 18 quarters since. The position peaked at $1.95M in Q3 2021. 967 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Insight Wealth Strategies held 3,015 shares of iShares Core MSCI EAFE ETF worth $290K as of Q2 2026.
  • Insight Wealth Strategies bought 6 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $576.
  • iShares Core MSCI EAFE ETF made up 0.03% of Insight Wealth Strategies's portfolio in Q2 2026, its #157 holding.
  • Insight Wealth Strategies first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 18 quarters since.
  • Insight Wealth Strategies's iShares Core MSCI EAFE ETF position peaked at $1.95M in Q3 2021.
  • 967 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.