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

Intergy Private 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 		$316K Buy
+3,272
New +$314K 0.07% 96
2023
Q2 		– Sell
-3,917
Closed -$262K – 74
2023
Q1 		$262K Buy
+3,917
New +$257K 0.15% 61

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
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 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
GT
Greenleaf Trust Kalamazoo, Michigan $10.4B AUM 0.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Intergy Private Wealth's IEFA Position: Q2 2026 in Review

Intergy Private Wealth opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 3,272 shares worth $316K. The stake represents 0.07% of the portfolio and ranks #96 among its holdings. This is a return to the name: Intergy Private Wealth previously reported a position in IEFA as recently as Q1 2023.

Intergy Private Wealth first reported a position in IEFA in Q1 2023 and has held it in 2 quarters since. 634 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Intergy Private Wealth held 3,272 shares of iShares Core MSCI EAFE ETF worth $316K as of Q2 2026.
  • iShares Core MSCI EAFE ETF was a new Intergy Private Wealth position in Q2 2026.
  • iShares Core MSCI EAFE ETF made up 0.07% of Intergy Private Wealth's portfolio in Q2 2026, its #96 holding.
  • Intergy Private Wealth first reported a position in iShares Core MSCI EAFE ETF in Q1 2023 and has held it in 2 quarters since.
  • 634 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.