Institute for Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Institute for 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	$665K	Sell	6,884 -652	-9%	-$62.6K	0.06%	273
2026 Q1	$682K	Buy	7,536 +225	+3%	+$21K	0.07%	259
2025 Q4	$654K	Buy	7,311 +242	+3%	+$21.4K	0.07%	256
2025 Q3	$617K	Buy	7,069 +40	+0.6%	+$3.4K	0.06%	279
2025 Q2	$587K	Sell	7,029 -115	-2%	-$9.13K	0.07%	280
2025 Q1	$540K	Sell	7,144 -39	-0.5%	-$2.92K	0.07%	280
2024 Q4	$505K	Buy	7,183 +115	+2%	+$8.48K	0.06%	287
2024 Q3	$552K	Hold	7,068	–	–	0.07%	277
2024 Q2	$513K	Buy	+7,068	New	+$520K	0.07%	273
2020 Q1	–	Sell	-234	Closed	-$15K	–	508
2019 Q4	$15K	Buy	+234	New	+$14.8K	﹤0.01%	580

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

Institute for Wealth Management's IEFA Position: Q2 2026 in Review

Institute for Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 8.7% in Q2 2026, selling an estimated $62.6K and leaving 6,884 shares worth $665K. The position accounts for 0.06% of the portfolio, ranked #273.

Institute for Wealth Management first reported a position in IEFA in Q4 2019 and has held it in 10 quarters since. The position peaked at $682K in Q1 2026. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Institute for Wealth Management held 6,884 shares of iShares Core MSCI EAFE ETF worth $665K as of Q2 2026.
Institute for Wealth Management sold 652 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $62.6K.
iShares Core MSCI EAFE ETF made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #273 holding.
Institute for Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 10 quarters since.
Institute for Wealth Management's iShares Core MSCI EAFE ETF position peaked at $682K in Q1 2026.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.