IW
IEFA icon

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

Instrumental Wealth’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 		$24.1M Buy
249,690
+13,577
+6% +$1.3M 12.21% 3
2026
Q1 		$21.4M Buy
236,113
+6,522
+3% +$609K 13.14% 2
2025
Q4 		$22.6M Buy
229,591
+118,249
+106% +$10.5M 13.55% 2
2025
Q3 		$9.83M Buy
111,342
+5,146
+5% +$437K 6.9% 6
2025
Q2 		$8.73M Buy
106,196
+2,388
+2% +$190K 6.94% 6
2025
Q1 		$8.11M Buy
103,808
+4,434
+4% +$332K 7.34% 5
2024
Q4 		$7.51M Buy
+99,374
New +$7.33M 7.11% 7

Other funds holding IEFA

BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 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
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
RIA
Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Instrumental Wealth's IEFA Position: Q2 2026 in Review

Instrumental Wealth increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.8% in Q2 2026, buying an estimated $1.3M and bringing the position to 249,690 shares worth $24.1M. The position accounts for 12.21% of the portfolio, ranked #3.

Instrumental Wealth first reported a position in IEFA in Q4 2024 and has held it in 7 quarters since. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Instrumental Wealth held 249,690 shares of iShares Core MSCI EAFE ETF worth $24.1M as of Q2 2026.
  • Instrumental Wealth bought 13,577 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $1.3M.
  • iShares Core MSCI EAFE ETF made up 12.21% of Instrumental Wealth's portfolio in Q2 2026, its #3 holding.
  • Instrumental Wealth first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 7 quarters since.
  • 494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.