IW
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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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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. 2,453 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.
  • 2,453 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.