Ironwood Wealth Management (Arizona)’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $80.2M | Sell |
830,395
-30,573
| -4% | -$2.94M | 17.77% | 1 |
|
|
2026
Q1 | $77.9M | Buy |
860,968
+4,136
| +0.5% | +$386K | 22.35% | 1 |
|
|
2025
Q4 | $76.7M | Buy |
856,832
+315,895
| +58% | +$27.9M | 22.54% | 1 |
|
|
2025
Q3 | $47.2M | Sell |
540,937
-30,362
| -5% | -$2.58M | 15.83% | 1 |
|
|
2025
Q2 | $47.7M | Sell |
571,299
-131,460
| -19% | -$10.4M | 17.41% | 1 |
|
|
2025
Q1 | $53.2M | Buy |
702,759
+8,316
| +1% | +$622K | 16.32% | 1 |
|
|
2024
Q4 | $48.8M | Buy |
694,443
+70,234
| +11% | +$5.18M | 15.14% | 1 |
|
|
2024
Q3 | $48.7M | Buy |
624,209
+22,152
| +4% | +$1.66M | 14.66% | 2 |
|
|
2024
Q2 | $43.7M | Sell |
602,057
-15,351
| -2% | -$1.13M | 14.28% | 2 |
|
|
2024
Q1 | $45.8M | Sell |
617,408
-1,066
| -0.2% | -$75.9K | 14.86% | 1 |
|
|
2023
Q4 | $43.5M | Buy |
618,474
+61,116
| +11% | +$4.03M | 14.52% | 2 |
|
|
2023
Q3 | $35.3M | Sell |
557,358
-19,560
| -3% | -$1.31M | 14.42% | 1 |
|
|
2023
Q2 | $38.9M | Buy |
576,918
+25,338
| +5% | +$1.72M | 14.5% | 2 |
|
|
2023
Q1 | $36.9M | Sell |
551,580
-21,848
| -4% | -$1.43M | 14.55% | 2 |
|
|
2022
Q4 | $35.3M | Sell |
573,428
-117,824
| -17% | -$6.93M | 14.76% | 1 |
|
|
2022
Q3 | $40.7M | Hold |
691,252
| – | – | 18.2% | 1 |
|
|
2022
Q2 | $40.7M | Buy |
691,252
+90,403
| +15% | +$5.8M | 18.2% | 1 |
|
|
2022
Q1 | $41.8M | Sell |
600,849
-14,532
| -2% | -$1.03M | 17.16% | 1 |
|
|
2021
Q4 | $45.9M | Buy |
615,381
+39,254
| +7% | +$2.95M | 20.03% | 1 |
|
|
2021
Q3 | $42.8M | Buy |
576,127
+110,059
| +24% | +$8.37M | 20.14% | 1 |
|
|
2021
Q2 | $35.2M | Buy |
466,068
+21,864
| +5% | +$1.65M | 20.27% | 1 |
|
|
2021
Q1 | $32M | Buy |
444,204
+9,986
| +2% | +$714K | 20.52% | 1 |
|
|
2020
Q4 | $30M | Buy |
434,218
+36,852
| +9% | +$2.38M | 18.64% | 1 |
|
|
2020
Q3 | $22.7M | Hold |
397,366
| – | – | 16.83% | 1 |
|
|
2020
Q2 | $22.7M | Buy |
397,366
+26,215
| +7% | +$1.42M | 16.83% | 1 |
|
|
2020
Q1 | $18.5M | Buy |
371,151
+153,227
| +70% | +$9.12M | 15.51% | 2 |
|
|
2019
Q4 | $14.2M | Buy |
217,924
+105,757
| +94% | +$6.71M | 9.92% | 3 |
|
|
2019
Q3 | $6.85M | Buy |
112,167
+4,294
| +4% | +$259K | 5.11% | 7 |
|
|
2019
Q2 | $6.62M | Buy |
107,873
+18,236
| +20% | +$1.12M | 5.07% | 7 |
|
|
2019
Q1 | $5.45M | Sell |
89,637
-1,484
| -2% | -$87.6K | 4.65% | 7 |
|
|
2018
Q4 | $5.01M | Buy |
91,121
+14,250
| +19% | +$836K | 4.83% | 7 |
|
|
2018
Q3 | $4.93M | Buy |
76,871
+3,651
| +5% | +$233K | 4.35% | 9 |
|
|
2018
Q2 | $4.64M | Buy |
+73,220
| New | +$4.85M | 4.35% | 9 |
|
|
2017
Q3 | $3.43M | Buy |
+53,437
| New | +$3.34M | 3.21% | 9 |
|
Other funds holding IEFA
BP
S
RIG
GC
BB
SP
Ironwood Wealth Management (Arizona)'s IEFA Position: Q2 2026 in Review
Ironwood Wealth Management (Arizona) reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 3.6% in Q2 2026, selling an estimated $2.94M and leaving 830,395 shares worth $80.2M. The position accounts for 17.77% of the portfolio, ranked #1.
Ironwood Wealth Management (Arizona) first reported a position in IEFA in Q3 2017 and has held it in 34 quarters since. 1,230 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Ironwood Wealth Management (Arizona) held 830,395 shares of iShares Core MSCI EAFE ETF worth $80.2M as of Q2 2026.
- Ironwood Wealth Management (Arizona) sold 30,573 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.94M.
- iShares Core MSCI EAFE ETF made up 17.77% of Ironwood Wealth Management (Arizona)'s portfolio in Q2 2026, its #1 holding.
- Ironwood Wealth Management (Arizona) first reported a position in iShares Core MSCI EAFE ETF in Q3 2017 and has held it in 34 quarters since.
- 1,230 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q2 2026, filed 30 Jul 2026.