Kaydan Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Kaydan Wealth 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	$5.76M	Buy	59,590 +1,164	+2%	+$112K	1.75%	13
2026 Q1	$5.29M	Buy	58,426 +2,585	+5%	+$241K	1.77%	13
2025 Q4	$5M	Buy	55,841 +1,273	+2%	+$113K	1.45%	13
2025 Q3	$4.76M	Buy	54,568 +5,129	+10%	+$436K	1.36%	16
2025 Q2	$4.13M	Buy	49,439 +8,498	+21%	+$674K	1.35%	14
2025 Q1	$3.1M	Buy	40,941 +5,189	+15%	+$388K	0.99%	18
2024 Q4	$2.51M	Sell	35,752 -203,933	-85%	-$15M	0.84%	21
2024 Q3	$18.7M	Sell	239,685 -761	-0.3%	-$57K	5.52%	9
2024 Q2	$17.5M	Buy	240,446 +92,729	+63%	+$6.82M	6.19%	6
2024 Q1	$11M	Buy	147,717 +1,502	+1%	+$107K	3.74%	10
2023 Q4	$10.3M	Sell	146,215 -114,202	-44%	-$7.53M	4.18%	10
2023 Q3	$16.8M	Sell	260,417 -116,446	-31%	-$7.8M	6.69%	5
2023 Q2	$25.4M	Buy	376,863 +110,555	+42%	+$7.5M	10.66%	5
2023 Q1	$17.8M	Buy	266,308 +121,283	+84%	+$7.95M	7.3%	4
2022 Q4	$8.94M	Buy	145,025 +127,815	+743%	+$7.52M	3.57%	5
2022 Q3	$906K	Buy	17,210 +1,085	+7%	+$63.8K	0.5%	25
2022 Q2	$949K	Sell	16,125 -1,814	-10%	-$116K	0.53%	29
2022 Q1	$1.25M	Sell	17,939 -88,405	-83%	-$6.25M	0.55%	30
2021 Q4	$7.94M	Buy	+106,344	New	+$7.99M	3.01%	9

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

Kaydan Wealth Management's IEFA Position: Q2 2026 in Review

Kaydan Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2% in Q2 2026, buying an estimated $112K and bringing the position to 59,590 shares worth $5.76M. The position accounts for 1.75% of the portfolio, ranked #13.

Kaydan Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. The position peaked at $25.4M in Q2 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Kaydan Wealth Management held 59,590 shares of iShares Core MSCI EAFE ETF worth $5.76M as of Q2 2026.
Kaydan Wealth Management bought 1,164 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $112K.
iShares Core MSCI EAFE ETF made up 1.75% of Kaydan Wealth Management's portfolio in Q2 2026, its #13 holding.
Kaydan Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
Kaydan Wealth Management's iShares Core MSCI EAFE ETF position peaked at $25.4M in Q2 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Kaydan Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.