Inspirion Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Inspirion Wealth Advisors’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	$1.41M	Buy	14,720 +32	+0.2%	+$3.07K	0.16%	58
2026 Q1	$1.33M	Hold	14,688	–	–	0.17%	59
2025 Q4	$1.31M	Buy	14,688 +102	+0.7%	+$9.02K	0.16%	60
2025 Q3	$1.14M	Sell	14,586 -65	-0.4%	-$5.52K	0.16%	55
2025 Q2	$1.22M	Buy	14,651 +35	+0.2%	+$2.78K	0.16%	57
2025 Q1	$1.11M	Hold	14,616	–	–	0.15%	58
2024 Q4	$1.04M	Buy	14,616 +30	+0.2%	+$2.21K	0.14%	56
2024 Q3	$1.14M	Sell	14,586 -332	-2%	-$24.9K	0.16%	55
2024 Q2	$1.08M	Sell	14,918 -56	-0.4%	-$4.12K	0.17%	55
2024 Q1	$1.11M	Buy	14,974 +56	+0.4%	+$3.99K	0.18%	55
2023 Q4	$1.04M	Sell	14,918 -147	-1%	-$9.69K	0.19%	53
2023 Q3	$969K	Buy	15,065 +13	+0.1%	+$870	0.19%	52
2023 Q2	$1.02M	Sell	15,052 -1,714	-10%	-$116K	0.19%	54
2023 Q1	$1.12M	Buy	+16,766	New	+$1.1M	0.22%	46
2022 Q1	–	Sell	-2,733	Closed	-$204K	–	108
2021 Q4	$204K	Buy	+2,733	New	+$205K	0.04%	101

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

Inspirion Wealth Advisors's IEFA Position: Q2 2026 in Review

Inspirion Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 0.22% in Q2 2026, buying an estimated $3.07K and bringing the position to 14,720 shares worth $1.41M. The position accounts for 0.16% of the portfolio, ranked #58.

Inspirion Wealth Advisors first reported a position in IEFA in Q4 2021 and has held it in 15 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Inspirion Wealth Advisors held 14,720 shares of iShares Core MSCI EAFE ETF worth $1.41M as of Q2 2026.
Inspirion Wealth Advisors bought 32 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $3.07K.
iShares Core MSCI EAFE ETF made up 0.16% of Inspirion Wealth Advisors's portfolio in Q2 2026, its #58 holding.
Inspirion Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.