International Assets Investment Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

International Assets Investment 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	$1.86M	Buy	19,360 +4,335	+29%	+$416K	0.11%	176
2026 Q1	$1.38M	Buy	15,025 +450	+3%	+$42K	0.1%	202
2025 Q4	$1.3M	Buy	14,575 +5,290	+57%	+$468K	0.09%	200
2025 Q3	$774K	Hold	9,285	–	–	0.06%	312
2025 Q2	$775K	Buy	9,285 +669	+8%	+$53.1K	0.06%	306
2025 Q1	$652K	Sell	8,616 -406	-5%	-$30.4K	0.06%	336
2024 Q4	$633K	Buy	+9,022	New	+$666K	0.05%	331
2024 Q3	–	Sell	-12,252	Closed	-$890K	–	2170
2024 Q2	$890K	Sell	12,252 -1,208	-9%	-$88.9K	0.08%	227
2024 Q1	$995K	Buy	13,460 +533	+4%	+$37.9K	0.1%	206
2023 Q4	$909K	Buy	+12,927	New	+$852K	0.12%	195

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

International Assets Investment Management's IEFA Position: Q2 2026 in Review

International Assets Investment Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 29% in Q2 2026, buying an estimated $416K and bringing the position to 19,360 shares worth $1.86M. The position accounts for 0.11% of the portfolio, ranked #176.

International Assets Investment Management first reported a position in IEFA in Q4 2023 and has held it in 10 quarters since. 2,448 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

International Assets Investment Management held 19,360 shares of iShares Core MSCI EAFE ETF worth $1.86M as of Q2 2026.
International Assets Investment Management bought 4,335 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $416K.
iShares Core MSCI EAFE ETF made up 0.11% of International Assets Investment Management's portfolio in Q2 2026, its #176 holding.
International Assets Investment Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 10 quarters since.
2,448 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.