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

Intentional 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 		$825K Sell
8,546
-1,289
-13% -$124K 0.77% 24
2026
Q1 		$890K Buy
+9,835
New +$918K 0.83% 23

Other funds holding IEFA

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
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Intentional Wealth Strategies reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 13% in Q2 2026, selling an estimated $124K and leaving 8,546 shares worth $825K. The position accounts for 0.77% of the portfolio, ranked #24.

Intentional Wealth Strategies first reported a position in IEFA in Q1 2026 and has held it in 2 quarters since. The position peaked at $890K in Q1 2026. 2,375 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Intentional Wealth Strategies held 8,546 shares of iShares Core MSCI EAFE ETF worth $825K as of Q2 2026.
  • Intentional Wealth Strategies sold 1,289 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $124K.
  • iShares Core MSCI EAFE ETF made up 0.77% of Intentional Wealth Strategies's portfolio in Q2 2026, its #24 holding.
  • Intentional Wealth Strategies first reported a position in iShares Core MSCI EAFE ETF in Q1 2026 and has held it in 2 quarters since.
  • Intentional Wealth Strategies's iShares Core MSCI EAFE ETF position peaked at $890K in Q1 2026.
  • 2,375 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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