IF
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Ironwood Financial’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Ironwood Financial’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 		$603K Sell
6,274
-247
-4% -$23.7K 0.09% 112
2026
Q1 		$590K Sell
6,521
-53
-0.8% -$4.95K 0.1% 108
2025
Q4 		$609K Sell
6,574
-43
-0.6% -$3.8K 0.1% 108
2025
Q3 		$578K Sell
6,617
-450
-6% -$38.2K 0.1% 108
2025
Q2 		$535K Hold
7,067
– – 0.11% 107
2025
Q1 		$535K Buy
7,067
+227
+3% +$17K 0.11% 107
2024
Q4 		$481K Sell
6,840
-40
-0.6% -$2.95K 0.1% 108
2024
Q3 		$537K Buy
6,880
+76
+1% +$5.69K 0.11% 103
2024
Q2 		$494K Sell
6,804
-530
-7% -$39K 0.11% 106
2024
Q1 		$544K Buy
7,334
+613
+9% +$43.6K 0.13% 104
2023
Q4 		$473K Buy
6,721
+108
+2% +$7.12K 0.11% 105
2023
Q3 		$426K Hold
6,613
– – 0.11% 101
2023
Q2 		$446K Sell
6,613
-121
-2% -$8.21K 0.12% 100
2023
Q1 		$450K Buy
6,734
+1,292
+24% +$84.7K 0.13% 100
2022
Q4 		$335K Buy
+5,442
New +$320K 0.1% 113
2021
Q4 		– Sell
-861
Closed -$64K – 307
2021
Q3 		$64K Buy
861
+225
+35% +$17.1K 0.02% 179
2021
Q2 		$48K Buy
636
+185
+41% +$14K 0.01% 191
2021
Q1 		$32K Hold
451
– – 0.01% 214
2020
Q4 		$31K Hold
451
– – 0.01% 201
2020
Q3 		$27K Sell
451
-2
-0.4% -$121 0.01% 163
2020
Q2 		$26K Buy
453
+111
+32% +$6.01K 0.01% 154
2020
Q1 		$17K Sell
342
-3,125
-90% -$186K 0.01% 166
2019
Q4 		$226K Buy
3,467
+570
+20% +$36.2K 0.1% 47
2019
Q3 		$177K Sell
2,897
-226
-7% -$13.6K 0.08% 55
2019
Q2 		$192K Buy
3,123
+103
+3% +$6.31K 0.09% 52
2019
Q1 		$184K Buy
3,020
+623
+26% +$36.8K 0.1% 52
2018
Q4 		$132K Buy
+2,397
New +$141K 0.07% 61
2015
Q3 		$792K Buy
+14,999
New +$850K 0.39% 37

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

Ironwood Financial's IEFA Position: Q2 2026 in Review

Ironwood Financial reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.8% in Q2 2026, selling an estimated $23.7K and leaving 6,274 shares worth $603K. The position accounts for 0.09% of the portfolio, ranked #112.

Ironwood Financial first reported a position in IEFA in Q3 2015 and has held it in 28 quarters since. The position peaked at $792K in Q3 2015. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Ironwood Financial held 6,274 shares of iShares Core MSCI EAFE ETF worth $603K as of Q2 2026.
  • Ironwood Financial sold 247 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $23.7K.
  • iShares Core MSCI EAFE ETF made up 0.09% of Ironwood Financial's portfolio in Q2 2026, its #112 holding.
  • Ironwood Financial first reported a position in iShares Core MSCI EAFE ETF in Q3 2015 and has held it in 28 quarters since.
  • Ironwood Financial's iShares Core MSCI EAFE ETF position peaked at $792K in Q3 2015.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.